The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Stepping back from world leaders' tweets, it is only a matter of time until the storm clouds part, tensions ease and risk-off appetite will be resolved. Against this backdrop, we remain bottom-up stockpickers, focused on structural drivers when selecting companies that compound earnings steadily over the medium to long term. New horizons: Which frontier markets could be the winners in 2019? From a sector perspective, we are most overweight consumer discretionary, IT and healthcare. Taking a closer look at an example in healthcare, we are bullish on NMC Health, a London-listed UAE-b...
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