In an article last year, we discussed possible portfolio strategies in order to navigate the potentially tempestuous waters of rising populism and related to that the evolving trade war between China and the U.S. Although earlier in the year it appeared that both sides were willing to compromise and reach a mutually beneficial deal, in the age of "ego" and nationalism (nationalism is really just a reflection of ego at the national or societal level), this now appears to be an optimistic assessment.
Perhaps more ominously it appears the Chinese are seeking to use the