Trade Wars: Truce or Consequences?
Brandywine Global and Western Asset address the potential economic and investment implications of altering existing trade relationships. Get the latest perspectives from the front line and uncover the truth on global trade.
Uncertainty about the future of global trade is reverberating through global financial markets and is likely to keep investors on edge for some time. What could a U.S.-China trade deal mean for financial markets? How might a prolonged trade war impact the global economy? Stay current with insights from our managers.
Will today's trade tensions permanently disrupt global value chains and lead to a new Cold War?
The ClearBridge Recession Risk Dashboard continues to signal economic expansion, but tariff conflicts are showing up in ways that matter.
The trade tensions between China and the U.S. affect EM economies as well as the world's larger trading blocs.
Though still highly unlikely, we do not entirely rule out an all-out trade war. It would take near-complete disruption of trade flows to threaten recession in the U.S.
The bond market will be looking for any indirect impacts from the tariffs, which could stem from changes in financial conditions or changes to the global growth outlook.
Royce & Associates
Trade war talk has unleashed a wave of volatility that may be best surfed by looking at small-cap cyclical stocks.
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