Analysis

Trade concerns no deterrent to manager's outlook

Fund forced to sell off part of portfolio

Defensive positioning urged following latest Trump tariffs

Which asset classes will benefit?

Bond yields predicted to sink below zero, experts argue

How will the industry fare under his premiership?

Conscious of the vast risk of value traps

Firm has 12 funds in new standings

Build on US experience on investing, manager argues

Focus should be on reliability of income, report argues