SINGAPORE (May 30): Increased trade tensions at the beginning of May have frayed nerves and, by extension, market returns. It’s unsurprising, therefore, that equity markets didn’t respond well to being reacquainted with trade-policy uncertainty. Our Asset Allocation Team’s Macro Strategy Team reckons that in times of heightened geopolitical risk, the best way to remain focused on economic fundamentals is to cut through the market noise.

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