Generali Says Trade War 'Number One' Global Growth Risk

The video discusses the ongoing trade conflict between China and the US, highlighting President Trump's escalation of the trade war. It examines market reactions, particularly in Chinese equities and currencies, and the auto sector in Europe. The video also explores the potential risks to global growth and the defensive investment strategies being adopted, emphasizing the late economic cycle and the impact of trade tensions and Fed rate hikes.

What does the text suggest about the performance of equities in a late economic cycle?

What factors are mentioned that could precipitate a turn in the economic cycle?