Global Trade’s New Fault Lines: Positioning Portfolios for a Fractured World
By Kevin Flanagan, Head of Fixed Income Strategy; Samuel Rines, Macro Strategist, Model Portfolios; and Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways The U.S. has been structurally rewiring trade away from China since Trump’s first term—first with tariffs, then through Covid lockdowns and now through tariffs again. Japan’s exports to the U.S. rose [...] The post Global Trade’s New Fault Lines: Positioning Portfolios for a Fractured World appeared first on ETF Trends.
By Kevin Flanagan, Head of Fixed Income Strategy; Samuel Rines, Macro Strategist, Model Portfolios; and Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways The U.S. has been structurally rewiring trade away from China since Trump’s first term—first with tariffs, then through Covid lockdowns and now through tariffs again. Japan’s exports to the U.S. rose [...]
The post Global Trade’s New Fault Lines: Positioning Portfolios for a Fractured World appeared first on ETF Trends.
