European investment trusts: opportunities amid trade war tension
George Cooke, manager of the Montanaro European Smaller Companies Trust, is quoted in this The Association of Investment Companies (AIC) article: “Overall, the impact has been unexpectedly positive for Europe…the resurgence of protectionist rhetoric under the Trump presidency, including the imposition of tariffs on key trading partners and the threat of further escalation, has prompted investors to reconsider the geographic concentration of their portfolios”.