As we head towards the United States' mid-term elections, investor perceptions about the US relationship with China have changed, writes Mark Williams, head of Asian equities at Liontrust.
While the majority of the world (ourselves included) originally thought that President Donald Trump's trade posturing was just that, posturing, there is a growing belief that he is actually trying to contain...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
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