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trump

Riding the Trump Rally, but Prepping for the Trump Reality

Riding on the Trump Rally, but Prepping for the Trump Reality

Podcast Q2 2017 CIO Insights - Global and Non-U.S. Equity In the four-plus months since Donald Trump’s election, many investors have benefited from the “Trump Rally.” But, recently some have begun to question if the post-election run is...
Risk-Market Rallies Meet Policy Implementation Realities

Risk-Market Rallies Meet Policy Implementation Realities

Risk markets, including stocks and high-yield bonds, have rallied strongly on the pro-growth promises of Trumponomics—President Trump’s fiscal, regulatory, and trade policy proposals. But will that momentum continue as the realities of policy implementation...
Trump's Border Tax Trade-Offs

Trump’s Border Tax Trade-Offs

In recent news, there have been discussions on Capitol Hill about potential legislation introducing a border adjustment tax. Such a tax could disrupt global supply chains and consumer demand, increasing uncertainty in investment markets...
Lacking Clarity? Go With What You Know

Lacking Clarity? Go with What You Know

Q1 2017 CIO Insights: Disciplined Equity Podcast An ocean of ink will be spilled trying to divine the Trump policy agenda for trade, international relations more broadly, taxes, regulations, what the election will mean for this or...