There were large swings in cyclical asset prices yesterday as investors track developments in a potential trade war. Investors appeared assuaged that the US and China can avoid an impasse. Should a trade war escalate Nitesh Shah, Director Research bei ETF Securities, believes that defensive assets are likely to gain traction at the cost of cyclicals.
Auf der Investment-Konferenz von FondsConsult in Berchtesgaden sprach Keynote-Speaker Steven Smith von Capital Group über den Wandel im weltweiten Handel. FundResearch befragte den Investment Director, wie Investoren von zukünftigen Trends profitieren können.
