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Solaris Asset Management Market Commentary July 2018

18 July 2018

Non-U.S. risk assets lurched downward in June as fears of a protracted and pronounced trade war intensified. The Shanghai Composite index fell more than 20% from its 2-year high reached in late January. European stocks and bonds also declined as concerns that its fragile recovery could be overtaken by the region’s significant exposure to international trade. In the US, where the business recovery continued apace, stocks made further advances, particularly shares of small cap companies that are less sensitive to trade-related actions.

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