US Trade Concerns: International Fund Managers Turn To Financials, Tech As Trade Worries Rise

NEW YORK  - The rising tensions over global trade policy are prompting some top-performing international fund managers to look for the companies that can emerge as winners.
Fund managers from firms including AllianceBernstein, Causeway Capital Management and Janus Henderson are adding to positions in companies ranging from Italy’s largest bank to China’s largest e-commerce company, all in hopes of avoiding the fallout from a global trade war.