Janus Henderson: 'Investing amid the noise of trade wars'


In a new video, Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.

Key takeaways:

  • While some tariffs have been actioned, many are still waiting in the wings. However, global investment markets are already experiencing knock-on effects, and the path forward seems uncertain.
  • Investors might need to consider that some sectors, especially commodity-exposed industries, may be caught in the crossfire. However, domestically oriented sectors or industries such as utilities and telecommunications may prove more resilient.
  • Given the difficulty in anticipating the full impacts of tariffs, Ben Lofthouse explains that investors should remain diversified, with different sector, regional and currency exposures.

 

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