Markets sold off sharply this week after a sudden escalation in the U.S.-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
- The sudden escalation in the U.S.-China trade war this week caught investors off guard, causing a major global sell-off in markets that had been hitting record highs.
- While the trade dispute will likely lead to more volatility in the near term, we believe that all the incentives are in place for both parties to reach a positive outcome that will ultimately create a good backdrop for global growth.
- In our view, the volatility we’re currently experiencing could create opportunities to find attractive valuations in both growth- and value-oriented companies – particularly for investors who can look past the noise and take a long-term perspective.
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