View from Our Global Strategist
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
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Outlook & Commentary
Given recent events – the US just increased tariffs on USD 200bn of Chinese imports, and China retaliated on USD 60bn of US goods – it’s getting more difficult to see a clear path to a US-China trade agreement. But talks are ongoing, which opens up three potential scenarios for resolving this dispute.
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