Willem Verhagen, senior economist - multi-asset, at NN Investment Partners, discusses the causes and costs of protectionism, and the implications of a trade conflict between the US and China.
Policy response from last crisis still 'necessary'
Inflation pressures realised
Up against all major currencies
Underweight European equities
Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year?