Shaun Rein discusses the US-China trade agreement, highlighting Trump’s optimistic view versus China’s more cautious approach. He emphasizes China’s growing economic power and shift in trade patterns, with the US needing Chinese manufacturing and resources. Despite market fluctuations and geopolitical tensions, Rein suggests investors consider increasing exposure to Chinese equities, anticipating future institutional investment.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026