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November 2019

‘Risk on’ rally


In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

September 2019

US/China trade war undermines the outlook for equities

William Davies

Global Head of Equities

For the past 10 years, I have been positive about the prospects for equities. But at the end of May, I downgraded my view to neutral as the trade war between the US and China escalated. The rhetoric between the two superpowers was becoming more hard-line, and I foresaw the risks for equities rising. It appeared to me that the Chinese had decided to take a firmer line in negotiations, reducing the chances of a deal.