Trade & Tariffs in a Tri-Polar World: Investment Strategies

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Presented by

HANetf, Jay Pelosky, CIO, TPW Investment Management, Kyle Parker, Director of Research, EMQQ

About this talk

The upcoming G20 Osaka meeting on June 28-29 will see Presidents Trump and Xi attempt to resolve the ongoing trade war between the world’s two largest economies. We look at the interplay between tariff costs and stimulus benefits in regards to China’s growth profile, identify which sectors are most at risk from a prolonged trade dispute, examine the implications for the ROW and assess the cross asset impact on global portfolios.
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HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors. HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.