Equities Will Deliver Returns in Long-Run: Brown Shipley’s Kelemen

The video discusses the ongoing trade dynamics between the US and China, highlighting the importance of a trade deal for the US, especially in light of domestic challenges. It explores the potential impact of a phase one deal on investment strategies and market reactions. The analysis extends to the Asia tech sector, which shows resilience despite trade tensions. The video concludes with insights into investment strategies, emphasizing equities and technology as insulated sectors amid trade uncertainties.

In what ways might the political landscape in the US impact future trade agreements?

What are the advantages of the Asia tech sector compared to its US counterpart in the context of trade tensions?