Welcome to a new world. We are in the Age of Tweets, one where a trade deal seems imminent one minute, and is then off the table the next. The key question is: how do we manage investments in a 50:50 world, in a world of binary outcomes where the macro backdrop can turn by 180 degrees in the time that it takes to flip a coin – or to type 140 characters?
We look for structural changes, we focus on what is likely to change or not to change, no matter what the vagaries of President Trump’s tweets and the reactions to them imply. From a regional perspective, our outlook remains neutral in developed markets and positive in emerging markets, as long as we have a US-China resolution.
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