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Paul O'Connor, Head of the UK-based Multi-Asset Team and Portfolio Manager on the International Opportunities Strategy, reflects on the recent developments in the U.S.-China trade war and discusses the potential impact of geopolitical uncertainty on economic and market sentiment.
The ceasefire in the economic war between China and the U.S. was decisively broken last week, with a rapid exchange of hostilities from both sides on the trade front and the conflict seemingly now extending to the currency markets. Within the past week, we have seen President Trump announcing a plan to put