Kestrel adjusts Global Portfolio amid biggest slowdown in global exports since 2015
Trade war impact
John Ricciardi of Kestrel Investment Partners
Kestrel Investment Partners (KIP) is shifting positions away from export-orientated stocks after analysis shows global exports and production will decelerate as a result of trade wars and a drop in oil demand.
After carrying out analysis, the firm is predicting the monthly growth rate in global exports and production to decelerate from 0.03% at the end of July to -0.15% by December; its lowest level since Q3...
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