trade

3 Results for: trade

The End is Near – But When?

by:

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

by:

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

by:

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...