In this month’s Market Watch, Premier Miton’s CIO Neil Birrell reflects on a pivotal moment in global trade.
The US President has just completed a high-profile tour of Asia, meeting leaders, striking deals, and holding direct talks with President Xi Jinping. At the heart of it all: strategic access. China wants advanced semiconductors to power its AI ambitions; the US needs rare earth minerals to fuel its technology and energy sectors.
Back home, the looming UK budget casts a shadow, with a fiscal gap estimated between £20bn - £50bn.
Read the full story in this month’s Market Watch.
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