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Article | 10 October 2018 | Investments
President Trump announced a further round of tariffs in September, this time on $200 billion of imports from China.
President Trump announced a further round of tariffs in September, this time on $200 billion of imports from
n a Chinese retaliation of new tariffs on $60 billion of US goods. This dispute doesn’t look like going away any time soon and is something global markets have been reacting to. How future negotiations play out is something we are watching.
For the UK, the focus has largely remained on Brexit negotiations. September saw Prime Minister May’s Chequers proposal rejected by European leaders, with them deeming it unworkable.
In markets, it was a mixed month with only a few asset classes performing well. Japanese stocks were the big gainer, rising on increased political certainty as Prime Minister Abe was re-elected as leader of the governing party. Fixed income asset prices fell for the main part, with UK government bonds among the weaker performers.
Read more about how Solomon Nevins, Senior Investment Manager, and Mayank Markanday, Investment Manager, positioned the Architas Diversified Real Assets Fund and the Architas Diversified Global Income Fund last month in shareable client-friendly PDFs.
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