"Making America great again” was always a paean to Ronald Reagan’s 1980s, so it makes sense that the Donald is turning the clock back on global trade. Chief investment officer Julian Chillingworth takes a trip down memory lane.
While the US continues to dally over a trade deal with China, Russia has forged one of steel and gas with the Eastern giant. Chief investment officer Julian Chillingworth ponders a gas pipeline in frozen Siberia.
But within international ‘norms’
With the UK economy creaking under the weight of Brexit preparations, the election campaign is well and truly underway. Can the parties’ shower of gifts for voters really be paid for, wonders chief investment officer Julian Chillingworth.
Will it eventually come back?
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.
Markets pottered along last week, shrugging off some disappointing American data. Our chief investment officer Julian Chillingworth looks ahead to lots of central banking news and political posturing.
Foreign investment should return