What is a trade war, and are we in one?
This paper, written by Benjamin Mandel and Hannah Anderson, explores the portfolio implications of trade policy uncertainty, at a time when trade-related market shocks are becoming more frequent.
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The portfolio implications of trade disputes
This paper, written by Benjamin Mandel and Hannah Anderson, is a summary version of “What is a trade war, and are we in one?”, exploring the portfolio implications of trade policy uncertainty.
U.S.-China Trade: Latest 10% Tariff
This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.
Here we go again: U.S.-China trade tensions
This paper, written by Hannah Anderson, responds to the latest escalation in the U.S.-China trade dispute and discusses how investors can position themselves for rising trade tensions.
301 problems, and retaliation is one
This paper, written by Hannah Anderson, unpacks the latest changes in U.S. trade policy and discusses their market implications.
What is behind the recent China slowdown?
This paper, written by Marcella Chow, Chaoping Zhu and Hannah Anderson, analyses the key factors that led the moderate economic slowdown in China and its investment implications.