Ardevora's Lang: How to cope with trade war anxieties

clock • 2 min read

In client meetings, it is usual to be asked about what we are worried about.

Recently, three rattled off my tongue in quick succession: fiscal stimulus, inflation and trade wars. While global in nature, these issues also have implications for the UK. Two of these are courtesy of President Donald Trump - he really is an unusual, anxiety-creating person. All three instinctively cause me anxiety because they are complex with outcomes which are difficult to forecast. Ardevora's Lang: There are still plenty of risk-loving CEOs out there, which makes us nervous If fiscal stimulus is gaining momentum - not just in the US, but also the European Union and China -...

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