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Solomon Nevins’ and Mayank Markanday’s monthly update: Trade war escalates further

9 days ago

President Trump announced a further round of tariffs in September, this time on $200 billion of imports from China.

As expected, this resulted in 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. 

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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