A fragmented global economy will lead to capital reallocation from US to Europe and Asia: Arnab Das

Invesco's Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. While retaliation from China is underway, the primary short-term risk remains a potential recession. Das advises a holistic portfolio review, cautioning against impulsive reactions amidst market dislocations.