Jacques Berghmans' letter - 2nd quarter 2019

A major headline affecting the markets in recent weeks has been the abrupt cancellation of trade talks between China and the United States by the American president. We generally don’t spend much time on headlines (as the British like to say “yesterday’s news is today’s fish-and-chips paper”), but we think that the current tensions reflect more of a structural trend and are likely to regularly flare up in the coming years. More importantly, the tensions will likely create opportunities but also risks for the long-term global investor which need to be properly understood.

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2Q19 Manager's Letter JB.pdf

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