Trade news dominated headlines during the second quarter, with the focus reaching far beyond NAFTA talks. Following through with earlier threats aimed at major US trading partners, President Donald Trump implemented steel and aluminum tariffs. Canada, Mexico, the eurozone and China responded with retaliatory tariffs on an array of US products, igniting fears of a broad trade war. Despite uncertainty prompted by US trade policies, developed world equity markets managed to post gains, with Canada leading the way.
Ian Riach, Chief Investment Officer
MARKET COMMENTARY
06.30.2018 Scott Guitard, Vice President, Portfolio Manager
Read where the strategy succeeded and faltered in Q2, as well as the thinking behind adding global bonds to the fixed income mix.
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04.30.2018
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