In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.
‘Sell in May and go away’, proved an apt saying, as global equities came under fresh pressure with… Read the article
It seems you can’t open a newspaper without reading another negative headline about China. Most ‘western’ financial journalists love to write about trade wars, currency manipulation, shadow banking and mounting debt, the narrative being that China has a myriad of problems, the scale and potential ramifications of which are huge.… Read the article
I’m often asked what I think poses the greatest threat to the current US bull market. Rising rates? Inflation? Regulation of the FAANGs? Whilst these all pose potential risks to the earnings power of the market, the issue that currently concerns me most is tariffs – and the prospect that… Read the article