global trade

Latest news and analysis on global trade

Economic Warfare

Clime Investment Management
Clime Investment Management
Clime Investment Management

Global trade back to trend

The latest hard data on global trade activity show a picture of volumes returning to trend growth. The chart below shows global container throughput activity and you...
Callum Thomas
Topdown Charts

Navigating industrials after the ‘Trump trade’

Since the day before the US Presidential Elections on 8 November 2016 until 31 March 2017, MSCI World Industrials has returned 12.8% in AUD-terms, outperforming MSCI...
Patrik Sjöblom
Patrik Sjöblom
Bell Asset Management

Everyone has been wrong on global trade growth

Callum Thomas
Topdown Charts

A Global Trade Rebound in 2017?

Callum Thomas
Topdown Charts
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