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HanETF and TPWIM Webinar Replay: Trading the Trade Wars: Trump, Tariffs, and a Tri-Polar World: Investment Strategies

The upcoming G20 Osaka meeting on June 28-29 will see Presidents Trump and Xi attempt to resolve the ongoing trade war between the world’s two largest economies.

This webinar was on 27th June where we look at the interplay between tariff costs and stimulus benefits in regards to China's growth profile, identify which sectors are most at risk from a prolonged trade dispute, examine the implications for the ROW and assess the cross-asset impact on global portfolios. 

  • Trade Tariffs & Lower for Longer Growth World: How Can Global Investors Prepare?

  • The 3 Ts: Trump, Trade & Tech - Making Value Great Again?

  • TPWIM's 3 Step Risk Asset Process (RAP): Anticipate, Confirm, Re-Allocate

We hope you enjoy the Replay.

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The investment descriptions and other information contained in this are based on data calculated by TPW Investment Management, LLC (TPWIM) and other sources including Bloomberg. This summary does not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. This report should be read in conjunction with TPWIM’s Form ADV Part 2A and Client Service Agreement, all of which should be requested and carefully reviewed prior to investing.

James Gardiner