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Solomon Nevins’ and Mayank Markanday’s monthly update: Trade war still in the spotlight

8 days ago

Trade war developments continued to dominate global headlines in July. Despite this, the majority of asset classes made encouraging gains.

Solomon Nevins & Mayank Markanday

Although President Trump is taking aim at a host of countries, China is the main target. It seems we’re still a long way from either side backing down, with July seeing both sides set out more imports they may impose tariffs on.

The current US administration’s position is a big break from the past few decades, where they have been a leader in global diplomacy. This is something we feel should not be underestimated. However, it should be noted that economic growth signals are still pretty positive, with healthy company earnings.

In the world of real assets, we have seen renewed confidence in some asset classes, such as infrastructure. We believe real assets will continue to be a good place to invest, providing investors with valuable diversification from more traditional assets such as equities and bonds.

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.

For more information, call us on 020 7562 4900; Monday to Friday 9.00am to 5.00pm; calls may be recorded 

Solomon Nevins, CFA

Senior Investment Manager

Solomon is co-manager of the Architas Diversified Real Assets Fund, Architas Monthly High Income Fund, Architas Diversified Global Income Fund and Architas Strategic Bond Fund.


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