trade wars

US

Volatility will continue to weigh on US markets

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

clock 11 October 2019 • 2 min read

Asia

Why China will weather the trade war

Country's growth story remains intact

clock 04 October 2019 • 4 min read

Unit trusts/OEICs

M&G's Calich cuts exposure to currencies 'at epicentre' of US-China trade war storm

Move to avoid currencies at risk of underperforming

clock 04 October 2019 • 2 min read

Multi-asset

LGIM's Onuekwusi: Why risk is off the table

Trade war jitters behind manager's decision

clock 04 October 2019 • 2 min read

Markets

Going for gold: Multi-asset managers look beyond 'core assets' ahead of 'volatile' Q4

Tariff tensions and global slowdown key factors

clock 03 October 2019 • 4 min read

Emerging markets

EM securities rebound in September with $38bn of inflows

'Pendular nature' to 2019 flows

clock 02 October 2019 • 1 min read

US

Five dollar dynamics investors need to know

Safe‑haven status of the dollar remains intact

clock 27 September 2019 • 1 min read

US

Trade wars: A pause or is the end in sight?

How history can provide answers to today's tariff stand-off

clock 23 September 2019 • 4 min read

Economics

Is a global recession inevitable?

Deep recession unlikely

clock 18 September 2019 • 2 min read

Emerging markets

'Better macro backdrop' is needed for EM earnings to improve

The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.

clock 17 September 2019 • 2 min read
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