trade war

Asia is the best structural growth story in the world driven by strong demographics, a rising middle class, infrastructure build and technological leapfrogging. We...

I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...

Since the beginning of the year, the Trump administration has announced a series of increasingly aggressive trade policies. While much remains uncertain about the...

Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group...

The AUD dropped harder and faster than other Asian currencies on Friday reinforcing its position as a liquid and flexible proxy for the Asia region. Right now the...

Ah currencies. Just how important are they? Many pretend to understand, but are quickly confused. Even US presidents. I particularly like this exchange between...

The year ahead might be more volatile than the last, as the world navigates through higher bond yields and rising inflation, but we think a good equity portfolio will...

We have passed the sweet spot in this business cycle, where easy monetary conditions and synchronised growth pushed share markets higher. We are transitioning into a...

Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre,...

It’s getting predictable isn’t it? The Donald tweets, the rest of the world reacts and equity markets shudder. Blame the 24-hour news cycle, event driven macro...

Asian markets performed well in the last year. The MSCI Asia ex-Japan Index (AUD) is up 14% in FY18, outperforming the ASX 200 by approximately 5%. Looking forward to...

"When a country is losing many billions of dollars on trade with virtually every country it does business with, trade wars are good, and easy to win,". This Tweet from...

Last week, the White House announced tariffs on imported steel and aluminum of 25% and 10% respectively – a move that sparked global indignation and threats of a trade...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...