Huawei frontier of potential US/China friction beyond tariffs
What will be moving markets this week? Asset TV Investor caught up with Simon French to find out.
Markets once more focused on US/China trade tensions
What will be dominating the business pages this week? Asset TV caught up with Ben Guttering to find out.
The state of US/China relations
One of the big themes at Davos is the relations between the US and China. Gideon Rachman, Financial Times, talks us through the shift of the power from the west to the east. For more details on Easternisation click here.
China's take on Trump trade war
Is China’s growth slowdown just a more sustainable level? This update from the World Economic Forum in Davos looks at China’s global role and its view on the US trade tensions.
Trump's trade war's impact on Asia
Asset TV Investor caught up with Robin Parbrook at the annual Winterflood conference to discuss what is driving markets in Asia and where are the opportunities.
Maintaining a long-term view whilst short-term issues dominate
What should we be worried about regarding Brexit? Stephanie Kelly, Political Economist, Aberdeen Standard Investments, shares her thoughts here and discusses how US-China tensions are affecting investors.
Artemis: What does 2019 hold for global equities?
With higher US interest rates, trade wars and European politics, investors have had much to contend with in 2018. Peter Saacke, Artemis’ CIO, discusses the possible catalysts that could encourage investors to reassess the risk and reward in certain areas.
Artemis: Outlook for US equities
Cormac Weldon, head of US equities at Artemis, gives his outlook for 2019. Growth in the US economy and in earnings is still expected to be robust. But higher interest rates and trade tariffs pose considerable risks. Cormac and his team are focussing on companies that can thrive independently of the economic cycle.
Asia | Investment Trust Outlook
For most of 2018 the headlines have been dominated by the trade war between Donald Trump and Xi Jinping with the tit-for-tat tariffs being felt worldwide. So how is this translated in terms of the investment environment in the region? On the panel are: Medha Samant, Investment Director, Fidelity Asian Values, Fidelity International Matthew Dobbs, Fund Manager, Schroder Oriental Income Fund Limited & Schroder AsiaPacific Fund plc Yoojeong Oh, Investment Director, Equities Asia, Aberdeen Standard Investments
Falls in emerging-market indices mean that many world-class companies are trading on very cheap valuations. Raheel Altaf discusses areas he is finding attractive.
A crucial week for trade
As we put the summer lull behind us what will be moving markets? Asset TV Investor caught up with Ben Gutteridge to find out.
Global markets: Assessing the risks...
Nine years into the bull run in equities, corporate earnings are still strong enough to support markets. But more risks are emerging. Peter Saacke discusses the possible impacts of trade wars, political upsets in Europe and slowing growth in China.