Disclaimer
The views expressed are those of the portfolio manager as of July 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
The US hegemon versus the Chinese challenger: echoes of history
Emerging markets to avoid: the JOHCM Emerging Markets Opportunities team provide their top down analysis.
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
For a better experience, we recommend viewing this website in landscape orientation.
