Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?