Special report | Trade war escalation - time to trim some risk
This week US President Trump announced a second round of tariffs on USD 200 billion of imports from China. While we believe the global growth cycle still has further to run, we are choosing to trim some risk in light of recent developments.
Read moreSymposium | Staying focused on global opportunities
The current growth cycle is maturing. The outlook from here appears to be even more uncertain and volatile than we've experienced in recent years, with the likelihood that returns will also be more moderate.
Read moreSpecial report | US-China trade war escalates
Last week, the US Government announced plans to implement tariffs of 10% on a further $200 billion of China's exports to the US, with the extent of the move widely unexpected by analysts and the market.
Read moreSpecial report | Federal Budget 2018
We provide a summary of the key announcements from the Budget from the perspective of investors and discuss what this could mean for markets.
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