HOME     Research   Trade War

Trade War

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jul 12, 2019 Research Alliance Baron's Alex Umansky Featured in Investor's Business Daily

Portfolio Manager Alex Umansky was recently featured in Investor’s Business Daily, in the article titled "U.S.-China Trade War? Why This Manager Of One Of The Best Mutual Funds Isn't Worried."

Read more
May 24, 2019 Research Alliance Asian Credit Market and the China Trade War—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chad Liu, the founder of Prudence Investment Management and a Wharton graduate, and Dali Yang, a professor of political science at the University of Chicago.

Read more
May 23, 2019 Research Alliance U.S.-China Trade War: The New Long March—Guggenheim Investments

Of all the exogenous events that could possibly derail our long-term economic and market outlook, a full-blown trade war with China is closest to being realized.

Read more
May 20, 2019 Research Alliance Fight Trade Wars with Fundamentals—WisdomTree

Amid the drama in the latest U.S.–China trade war saga, Brendan Loftus explains how improving the underlying fundamentals can help investors navigate what would otherwise be rather uncertain markets.

Read more
May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

Read more
May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

Read more
Mar 28, 2019 Research Alliance Brexit, Tariffs, and Their Effect on Equity Markets—Parametric Portfolio Associates

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?

Read more
Dec 07, 2018 Research Alliance Did Christmas Come Early for Investors This Year?—OppenheimerFunds

Hopes that rate and trade policy issues have been resolved may be premature.

Read more
Aug 27, 2018 Research Alliance Trade Tariffs, a China Slowdown, and the Fed—Thornburg

Portfolio manager Jeff Klingelhofer discusses the topics affecting the macroeconomic landscape, particularly the potential trade war with China and the rising rate environment.

Read more
Jul 23, 2018 Research Alliance Inflation Continues to Climb: We Expect Rates to Follow—Osterweis Capital Management

With or without a trade war, inflation continues to grind higher and interest rates are likely to follow.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.