“Impacts of the trade war are just about to unfold, and some are not erasable by whimsical policy changes. It is complacent to assume there will be no structural consequence.”
On a recent investment trip to Tokyo, Premier Miton Global Smaller Companies Fund Manager Imogen Harris was keen to ask management teams about enhancements to the Tokyo Stock Exchange’s corporate governance code.
What were markets and investors anticipating from the first 100 days of US President Donald Trump’s leadership – and what’s been the reality? Click the link to read views from Fabiana Fedeli, CIO for Equities, Multi Asset and Sustainability.