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Trade War

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 22, 2020 Research Alliance Despite “Phase One,” U.S.-China Trade Dispute Likely to Linger—Thornburg

As “strategic competitors,” bilateral friction won’t go away anytime soon, but extensive economic integration and shared interests should facilitate longer-term accords and investment.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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Jul 12, 2019 Research Alliance Baron's Alex Umansky Featured in Investor's Business Daily

Portfolio Manager Alex Umansky was recently featured in Investor’s Business Daily, in the article titled "U.S.-China Trade War? Why This Manager Of One Of The Best Mutual Funds Isn't Worried."

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May 23, 2019 Research Alliance U.S.-China Trade War: The New Long March—Guggenheim Investments

Of all the exogenous events that could possibly derail our long-term economic and market outlook, a full-blown trade war with China is closest to being realized.

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Mar 28, 2019 Research Alliance Brexit, Tariffs, and Their Effect on Equity Markets—Parametric Portfolio Associates

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?

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Jul 23, 2018 Research Alliance Inflation Continues to Climb: We Expect Rates to Follow—Osterweis Capital Management

With or without a trade war, inflation continues to grind higher and interest rates are likely to follow.

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Jul 20, 2018 Research Alliance Investors Should Not Ignore the Risks of a Trade War—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to warn that the negative economic consequences of a protracted trade war could lead to an equity market correction.

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Jul 18, 2018 Research Alliance No One Wins a Trade War—Guggenheim Investments

If you want to see who the real victims of tariffs are, go look in the mirror.

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Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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Jun 28, 2018 Research Alliance Domino Theory: The Trouble with Trade Wars—Parametric Portfolio Associates

As the world's two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.

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