Trading the Trump trade wars

With trade wars erupting around the world between the US and its
competitors and tariffs being thrown around like confetti, some
investors are predicting recession in the US.


While Schroders’ economists feel that view is a little too
extreme, the sentiment towards the world’s largest consumer
economy is having an impact on markets globally.


We’re going to take look beyond major markets in the US and the
UK and towards Europe, emerging markets and Asia to see how the
current situation is affecting them and where opportunities might
lie.


In this show, my colleague Vera German, a value investor, will
give her perspective from an emerging markets point of view.
While Abbas Barkhordar, a Fund Manager, talks to us about the
opportunities being presented in Asia.


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