Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
IA Global sector bestselling
Evolution of the current business cycle a boon
US becoming insular
Protect your investments or do nothing?
Negative impact of US tariffs
A litany of problems on Capitol Hill
Improving prospects in Japan
Trade war tensions a distraction
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
One more in 2018
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