What could happen in a US-China “tech cold war”?

21/02/2019
Video What could happen in a US-China “tech cold war”?

Summary

Our experts explain how continued trade tensions between the US and China could escalate to a full-blown “tech cold war”, forcing the rest of the world to choose sides. Supply chains could be disrupted, but several countries could benefit from new partnerships and production lines.

 

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Why China is an asset class in its own right

21/02/2019
Video Why China is an asset class in its own right

Summary

China’s capital markets are massive and more open than ever, yet most investors have only a small portion of their portfolios in Chinese securities. Our experts offer three reasons why we believe it’s not really a question of whether investors should allocate to China – but rather a question of how much they should invest.