David Coombs' Letter from America
High conviction approach
'Dispute may trigger severe market turmoil': Shares tumble as China promises retaliation on Trump's $200bn tariffs threats
White House to identify Chinese goods on which to impose 10% import tariffs
Among the headlines about the global markets, you cannot fail to notice the supposed Doomsday scenarios being painted for the world's equity and bond markets.
2018 has seen another spring dominated by political manoeuvrings, in particular the return of 'The Italian Question'.
US healthcare system largest in the world
Cryptocurrencies, specifically Bitcoin, have been a hot topic among the retail and professional investment community in the US.
Oil price stability also key
Up 75% since lows seen in June 2017
US dollar also spiked
Tournament takes place in Russia
Global equities have delivered ample volatility, but very little return for investors so far this year.
Introduction of metal tariffs
Underweight the sector
Fears of trade war resurface
US equity funds also perform well
Executive compensation under the spotlight
Five 'radical' changes
This year's event takes place on 5 July
Challenging operating environment
Tax cuts boosting earnings
In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
SharingAlpha has revealed the top-rated funds by its fund selector users as at the end of April, with Terry Smith's £14.7bn Fundsmith Equity fund still the most popular in fund-of-funds portfolios.