With the recent re-escalation of US-China trade tensions, Asian equities took another tumble and weighed on investor sentiment. Nevertheless, despite the undeniable risks posed by trade wars, many changes that investors have been discussing, such as relocation of supply chains, are already occurring.
Also, it is an undeniable fact that we are very late in this economic cycle with the recovery already having lasted almost a decade. Andrew Neil: Cold war will be the new normal of the 2020s Against...
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Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle