Highlights

  • Political risk came to dominate the headlines in 2018. It’s a feature that seems unlikely to change in 2019.
  • Whether you look at the ongoing trade war between the US and China, tensions in Europe around the automobile sector or the impact of Brexit, markets continue to spike and volatility is only likely to increase in the months ahead.
  • Navigating this environment calls for the construction of flexible, diversified portfolios.
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