Playing Defence Amidst Manufacturing Uncertainty
Manufacturing reads seem to suggest that further global trade disruptions could be coming, stemming from a failure to resolve the US-China trade conflict. Whilst we remain constructive on the US equity market, we recognise that uncertainty lies ahead.
Investors seeking to remain long US equities, but fearful of the increasing risks associated with trade war escalation, could look at a quality income strategy, such as Dividend Aristocrats.
