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Trade War

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

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.

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Nov 07, 2018 Research Alliance The Trade Deal Formerly Known as NAFTA—Wells Fargo Investment Institute

Explore how the new trade deal may impact the US economy and markets.

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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.

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Aug 22, 2018 Research Alliance Trade Wars, Rising Rates & Volatility: Time to Hedge?—American Century Investments

The synchronized global growth story appears to be under some stress, as evidenced by data in the second quarter of this year.

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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.

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Jul 20, 2018 Research Alliance Investors Should Not Ignore the Risks of a Trade War—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to warn that the negative economic consequences of a protracted trade war could lead to an equity market correction.

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Jul 18, 2018 Research Alliance No One Wins a Trade War—Guggenheim Investments

If you want to see who the real victims of tariffs are, go look in the mirror.

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Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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Jun 28, 2018 Research Alliance Domino Theory: The Trouble with Trade Wars—Parametric Portfolio Associates

As the world's two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.

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Apr 05, 2018 Research Alliance Emerging Markets: Beyond Tariffs and Trade Wars—American Century Investments

Going into the second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.

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