Another day and overnight we have a new Tweet for Trump, further turbulence for the global markets but what does it all really mean? Well if we first focus on the US where we continue to see stretched valuations on growth companies.

Our latest investment committee comments and Brexit is still here, but it’s not the biggest issue out there! A major headwind is the US vs China Trade negotiations. Both are titans of the world and whilst their threats could destabilise global trade massively.

As we have all seen in the news, ‘Brexit’ is dominating and overshadowing everything by a long way. It is worth however reminding ourselves that globally there are bigger issues, namely president Trump and the trade wars with China.