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Should investors be worried about US-China relations?

As I wrote in my latest client update, for much of the last century the United States has enjoyed a longstanding position of dominance within the world political system. However, we believe we are entering a new political paradigm and are moving towards a ‘multi-polar’ world, one where the US is joined at the top by other powers such as China. The US must find a way to share its global power, or risk falling into what is known as a ‘Thucydides Trap’. At present, President Trump is likely to continue to talk tough on trade but we do not think it will lead to a trade war, nor would this be in his interest. In recognising both the changing political as well as economic landscape, we believe investors can better inform their investment outlook.

May 02, 2017 4 mins