trade war

Shifts positioning amid trade troubles

BarclayHedge data

Global equity markets' abrupt sell-off, a fortnight ago now, emphasised equity markets' fragility in the latter stages of a mature economic cycle.

Downturn risk highest in eight years

Which asset classes will benefit?

Why it is better to stay calm

In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.

Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.

'Markets will need to get used to this'

Equity markets are being driven by the fact that bond yields have collapsed.