Fears of an emerging trade war, sparked by US President Donald Trump's proposed tariffs on steel and aluminium imports, have forced some asset managers to consider how they will protect their portfolios from the "market-shaking" consequences.
Trump is expected to approve a 25% levy on steel and 10% levy on aluminium imports, although a White House spokesperson said on 7 March the tariffs could include "potential carve-outs for Mexico and Canada...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points