US-China trade

Investment

Record low rates and post the elections: Where to invest in Europe

Political and structural changes abound

clock 11 June 2019 • 3 min read

Markets

Is a global economic downturn likely after renewed US/China hostilities?

Experts fear 'tit-for-tat tariffs' could spark financial slump

clock 30 May 2019 • 4 min read

Markets

Volatility: More than a spring squall?

Headwinds expected into Q2

clock 24 May 2019 • 2 min read

Markets

Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view

Redressing balance amid slowing growth and fragile economy

clock 24 April 2019 • 4 min read

Global

Three reasons to be bearish in 2019

At the start of 2019 there were three main reasons to be bearish.

clock 15 March 2019 • 2 min read

US

When and how will the next rate rise be delivered?

The most significant consideration for all investors in the US is the actions of its Federal Reserve.

clock 15 March 2019 • 2 min read

Asia

Trade war concerns prevail as China welcomes start of a new year

2019 marks the Year of the Pig

clock 06 February 2019 • 2 min read

Asia

Where can investors find the pockets of strength in China?

Best stock picks uncovered

clock 06 February 2019 • 3 min read

Emerging markets

Carmignac's Hovasse: Trade war de-escalation needed for more constructive EM outlook

In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.

clock 06 February 2019 • 2 min read

Markets

How will Trump, tech and trade impact investors?

Peak in manufacturing margins "well behind us"

clock 05 February 2019 • 4 min read
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