When will Brexit and the trade war end?
Potential turning points for the US-China trade war and Brexit could be positive for European equities.
3 min read
08 Feb 2021Investors are reportedly making fortunes from their sofa using online trading apps to pursue highly speculative assets and trading strategies. We don’t think these are sustainable investment strategies, but they point to trends that could have long-term consequences for markets.3 min
03 Feb 2021What the buying activity of Coutts clients tells us about the future of the market for prime property across the UK. Plus our usual round up of the latest local London trends. Welcome to our latest Coutts London Prime Property Index.6 min
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Recent events suggest that we’re about to see a change in direction on Brexit and the US-China trade war. These two political dramas have been weighing on investors for the last 18 months.
We are particularly interested in how these events might play out for European equities. A cooling off in trade war hostilities should provide an economic boost for China, one of Europe’s most important export markets, while an orderly Brexit will minimise disruption to important trade links with the UK. As we’ve recently added to our exposure to European equities, this could benefit our client funds and portfolios.
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