Trade war tension: look past the noise to navigate uncertainty



Markets sold off sharply this week after a sudden escalation in the US-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.
Key takeaways:
  • The sudden escalation in the US-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 that we are 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.


NAFTA = North American Free Trade Agreement


This video was recorded on 6 August 2019. 

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

For promotional purposes.

Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.


Important message