The FT fund continues to hold up well in difficult markets, helped by its US positions. The substantial holdings in cash and short-dated bonds provide some stability, though not much return. But I have found something new to worry about, so have not yet put the cash back in to shares. The trade war between China and the US has just got more toxic, while at the same time there is a trend to higher rates and tighter money in many countries.
得益于对美国资产的头寸，FT基金（本文作者建立的一只虚拟基金——译者注）在艰难的行情中保持良好表现。大量持有现金和短期债券提供了一些稳定性，尽管回报率不高。但我发现了一些新担忧，因此还没有重新买入股票。中美贸易战的危险性进一步增加，与此同时很多国家呈现出加息和收紧货币的趋势。
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