Amy Xie Patrick

Portfolio Manager

Understanding US-China tensions

Amy Xie Patrick, Portfolio Manager, Bond Income & Defensive Strategies:

It is our belief that the world has moved past the peak of globalisation, and now begins the messy and drawn-out process of individual actors working out the next-best way in which to interact with each other, be they friend or foe.

In this paper, we visit the key issues surrounding ongoing US-China tensions, including offering a perspective of the conflict from both sides. We provide our view of what drives continued tensions, as well as an analysis of the likely scenarios going forward and their potential impact on growth and policy responses.

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