2018 – Economic Fundamentals vs Protectionism

November 27, 2018

During the first half of 2018, investors were faced with conflicting signals. From a macroeconomic perspective, economic fundamentals have been very positive. On the other hand, we have seen the emergence of […]

Will we have a US China Trade War?

July 31, 2018

The risk of a trade war between the USA and China has grabbed markets’ attention recently, fuelled by headlines; Twitter quotes from Donald Trump and also because of the threat […]