DGT - Global Sector Views: Navigating A Geopolitical-Driven Market
By Carmel Corbett Wellso
Director of Research Carmel Wellso explains how staying focused on company fundamentals can help investors cope with uncertainty caused by geopolitical tensions and an aging business cycle.
After a brief reprieve, volatility has returned to equity markets. This time, the Federal Reserve (Fed) - which in recent months said it would end monetary tightening and even consider easing - does not appear to be the primary culprit. Rather, an escalation of trade tensions is more likely to blame, beginning with President Trump's decision in May to raise tariffs on $200 billion