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.
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.
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