If the risks of a trade war spreads to other markets raising costs for companies and prices for individuals then Adrian Lowcock, investment director, Architas, said there are funds that could offer some protection from the fallout.
He pointed to Lindsell Train UK Equity fund, which favours brands that are conservatively financed and are able to produce a high and stable return on capital.
Mr Lowcock said these sort of companies help themselves and would be well positioned to pass on the impact of any future tariffs.
He also pointed to Kames Property Income as property should help protect investors from any of the inflationary effects of a trade war as well as provide diversification away from equities.
The final fund he flagged was JPM Global Macro Opportunities as global macro trends are the main drivers of returns for asset classes and they look to identify and exploit these with the aim of delivering positive returns in all conditions and a priority on capital preservation.
Current themes include Japanese economic recovery, global political divergence and China in transition. The fund will invest in cash, equities and bonds and will use derivatives extensively to go short (Sell) a sector.
david.thorpe@ft.com
