Ardevora's Lang: How to cope with trade war anxieties

In client meetings, it is usual to be asked about what we are worried about.

Recently, three rattled off my tongue in quick succession: fiscal stimulus, inflation and trade wars. While global in nature, these issues also have implications for the UK. Two of these are courtesy of President Donald Trump - he really is an unusual, anxiety-creating person. All three instinctively cause me anxiety because they are complex with outcomes which are difficult to forecast. Ardevora's Lang: There are still plenty of risk-loving CEOs out there, which makes us nervous If fiscal stimulus is gaining momentum - not just in the US, but also the European Union and China -...