The Editor 

Time to retire

John Hughman

Time to retire

Markets this week have been rattled by escalating fears of a global trade war, led by President Trump’s threats to impose tariffs on an additional $200bn of Chinese goods if it refuses to change “unfair practices related to the acquisition of American intellectual property (IP) and technology”. Before dismissing this as more Trump bluster, it should be noted that large, global companies have long pointed the finger at Chinese rivals over IP theft, not least companies in the telecoms equipment and consumer goods industries. And as we wrote last week, exporters such as China have done very well indeed out of the US consumer for years, creating a deficit which Trump’s administration rightly believe is unsustainable. ‘Resetting’ this situation threatens major economic and market upheaval that investors can’t ignore (we’ve got some ideas to protect against such storms in this week's Big Theme). 

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