Fund manager David Walton makes the European case to investors and says it is prudent to look beyond the headlines...
Donald Trump's "America first" agenda was always likely to impact on Europe. A question many investors might have asked of late is whether it is rendering the region a full-blown no-go zone. The signs appeared ominous even before Trump reinstalled himself behind the Resolute desk and began rattling through a towering pile of executive orders. Repeated threats of trade tariffs were soon accompanied by a suggestion that the US could invade Greenland – a curious basis for rebuilding the political bridges that buckled under his first presidency. More recently, the White House's stance on...
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