US, UK and emerging market assets remain appealing, but the eurozone’s recent allure has waned somewhat and Russia represents a risk too far, writes Ceri Jones.
It is a relief that our trust portfolios held up better than both the FTSE World ex UK index and the FTSE All-Share index over the first quarter of the year.
The markets are taking fright at the prospect of a trade war as president Donald Trump prepares to introduce tariffs on aluminium and steel imports, forcing Beijing’s foreign minister Wang Yi to announce that China will respond
Until the end of January, investors seemed willing to shrug off any number of political and economic storms, everything from the threat of nuclear conflict with North Korea to a potential trade war with China.
