Investors have warned against making significant changes to their holdings, but many have have already started to rethink their investment strategies in light of US President Donald Trump’s global trade war and the overarching global economic slowdown.
On 2 April, Trump unleashed punitive tariffs on dozens of trading partners, triggering a slump in US equities and higher Treasury yield levels. Trump's tariff tumult to partly return as concerns of US recession mount The White House later backtracked on its threats and entered into negotiations with several nations including China, reaching a ‘deal' with Beijing in early May that would see the US trade deficit with the world's second-largest economy significantly reduced. Markets have also recovered since last month, with the S&P 500 and the tech-heavy Nasdaq now trading at Februar...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes