TRADE WAR

Funds management

Natixis Investment Management’s head of market strategy Esty Dwek shares what she believes are the biggest market risks for the year ahead....

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Funds management

Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...

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Funds management

The COVID-19 pandemic has meant the US/China trade war has dropped off the news agenda. But how does the recent performance of US and China funds compare?...

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Funds management

According to deVere Group, coronavirus, as well as other geopolitical and trade tensions, could push the world to the brink of a recession....

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Funds management

The potential and unknown impact of a ‘full-blown trade war’ in the US remains a blot on the horizon for the Kapstream Capital Absolute Return Income fund....

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Expert Analysis

One of the biggest challenges for investors this year will be finding companies that can grow at a faster and more sustainable basis than their peer group, Nick Griffin w...

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Funds management

The Asia Pacific single country sector was the worst performing equity sector in 2019, but did the US/China trade war cause it to underperform?...

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Funds management

The US/China trade war has been deemed the largest tail risk by fund managers 20 out of the last 22 months, according to a survey....

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Funds management

Nearly half of investors do not expect the US/China trade war to be resolved, according to a global fund manager survey by Bank of America Merrill Lynch....

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Expert Analysis

Lazard’s Ron Temple explores the various potential US/China trade war scenarios and what they would mean for investment outcomes. ...

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Financial planning

The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...

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Financial planning

Insight, part of BNY Mellon, believes there is only a ‘low probability’ of the US/China trade war being resolved soon as it identifies six areas which could be drawn into...

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Bond investors are in the ‘excruciating’ position of low historic yields and minimal expectation of rising interest rates in the near-term, according to Western Asset’s c...

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Financial planning

Political disruption in Hong Kong is causing individuals to consider relocating to Thailand as the government creates business-friendly initiatives. ...

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Funds management

The US has few options available to it if it tries to get into a currency war with China, according to analysis from State Street Global Advisers....

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MARKET INSIGHTS

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