3 Results for: trade

The End is Near – But When?


Currently accepted wisdom is that we are in the latter stages of a protracted economic expansion. We’re fully onboard with that view ourselves. The trick now will be in...

The Reflation Trade


An increase in inflation has been much anticipated, but slow to arrive. Following the November election, the so-called “reflation trade” sparked a sell-off in bonds, driving the...

Policy, Populism, and Shareholder Yield


Investors are keeping one eye on a new U.S. administration that is wasting no time moving forward with its agenda, and a second eye on...