Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
Emphasis on grassroots education encouraged
How have they performed this summer?
Succession of worries
Re-evaluating portfolios for H2 2018
In client meetings, it is usual to be asked about what we are worried about.
The US administration appears to be targeting export-oriented entities out of China.
Threats from Trump
Follows Mobius and Hardenberg departures
'Perfect storm of threats'
'He has done more than people expected'
Could we experience a trade war at the same time as a recession?
President Donald Trump's trade policies could backfire and instead spur China's drive toward technological self-sufficiency, writes Cazenove Capital's Janet Mui.
Trade wars a key risk
Investment Week editor Katrina Lloyd talks to Jim Leaviss, head of fixed interest for M&G's mutual fund range, about issues including bond liquidity, the impact of quantitative tightening and global trade wars.
'The biggest threat to global markets'
Investment spending has picked up
Where will investors find the greatest value on the UK stockmarket today?
Introduction of metal tariffs
Investment Week's Twitter poll
Second instalment of series
'Nobody wins in a war'
'Increased level of fear and uncertainty'