What a week of drama and upset! For all the drama in the football, the political and global economic side were even more dramatic – at least from an investment managers’ point of view. We had suggested last week that the UK government may experience some...

It was a week with two faces – strong economic data across the developed world on the one side and disruptive political rhetoric on the other. Donald Trump’s administration imposed tariffs of 25% on $34 billion worth of Chinese imports and...