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Trade wars

How to prepare for trade wars?

Richard explains how to shield your portfolio from potential impact from rising trade tensions.… Read More


Our take on U.S.-China trade tensions

Richard explains why a U.S.-China trade war is not our base case and covers the triggers that could change our view.… Read More


Hello higher economic uncertainty

We see greater economic uncertainty ahead after a stretch of unusual calm. Jean explains.… Read More


All eyes on trade

We see limited trade actions as unlikely to hurt the risk-on sentiment. Richard explains why.… Read More


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