Avoiding freezing of US-China ties
‘Trump First’, not America
Concerns about corporate and economic growth
Adding $246bn in AUM
Currency a consideration
ESG built into decision-making
One more rise expected this year
Is the US overheating?
'The bleak days of Lehman Bros have gone but the risk is we will become complacent'
Fears of trade war
Announcement made on Monday
Economy to thrive despite global risks
Tit for tat
White House to identify Chinese goods on which to impose 10% import tariffs
'The US economy is firing on all cylinders'
US dollar also spikes
Fears of trade war resurface
US equity funds also perform well
Make up 25% of portfolios
Improving portfolio diversification
German recession concerns
Voted against 37 board chairs in 2017 on poor diversity