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Posts from the ‘Portfolio Management’ category

Views from the CIO: Equity strategy after elections: There’s a new Sheriff in town!

Trump’s win caught the equity market by surprise. Trump was supposed to be “the Risk-Off” candidate by most equity strategists’ expectations but the U.S. equity markets have been on a tear in the first couple of days of his surprise win. What changed? Republican sweep, Republicans retaining…

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Trump, Taxes, and Trade in 12 Minutes

It’s been exactly one week since the U.S. election and there is much to consider as we think about the investment implications of a Trump presidency. Fiscal and monetary policy, trade, and regulation are top of mind for investors and are featured in our latest in-depth video. Follow Principal…

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