Macro monthly

Weighing US-China trade risk.

31 Aug 2018 HK AM Insights, Macro Monthly, Market Commentary

Amid rising trade tensions between the US and China and a likely increase in market volatility as the Trump administration presses ahead with Chinese tariffs, we remain overweight global equities. In this month's Macro Monthly, Erin Browne, Head of Asset Allocation, Investment Solutions, explains why.


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