Outlook & Commentary
In a Q&A with Neil Dwane, Christiaan Tuntono says China will likely agree to reduce the trade deficit and support IP protections, but not roll back “Made in China 2025”. Mona Mahajan thinks an announced deal should boost US and Chinese stocks, but the markets have already priced in some of this news.
View from Our Global Strategist
If trade tensions continue, the US and China could lock each other out and create their own tech ecosystems, forcing the rest of the world to choose one over the other. With the global economy already becoming less synchronised, investors will need to use greater skill and agility to navigate the markets successfully.

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View from Our Global Strategist
In the coming year, we expect to see lower correlations, higher volatility and lower returns, particularly for equities. Our 2019 outlook explores why active investing is likely to be essential.
Neil Dwane | 27/11/2018
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