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| Fund Overview | |
| Manager Comments | Spectrum saw storm clouds gathering on a number of fronts during May, specifically highlighting the US/China trade war in their latest report. They suspect Trump's sanction of Huawei may yet return to haunt him as a number of large US Technology companies depend on Huawei to buy their products - Google and Broadcomm intervened to seek relief for the imposed sanctions due to the detrimental effect on their businesses. The net result of Trump's efforts, they say, saw a risk-off event; equities were sold, high yield was sold, and bonds enjoyed a rally. Spectrum's view is that risk-off looks certain to continue for as long as fears of trade remain elevated and Trump looks for further opportunities to impose tariffs. |
| More Information |
