|
|
Matthias Knab, Opalesque: RCM Alternatives writes on Harvest Exchange:
Today, we published our 2017 Managed Futures/Global Macro Outlook, and there's one rather 'in the news' figure we couldn't help but analyze given his penchant for market moving tweets and what not. Yes, it seems leaders in the industry are thinking Trump could very well, "Make Discretionary Marco Great Again."
Yes, it seems leaders in the industry are thinking Trump could very well, "Make Discretionary Marco Great Again." The thought process is Managed Futures and Global Macro styles should expect a rebound in 2017 behind increase volatility thanks for the newly elected president.
And we're about to find out just how much a drastic shift in the executive branch can affect the markets. Some, none, a lot? At best it's a murky correlation between the President (any President) and the markets. The thought process is that pro-growth executive leadership leads to a strong economy, leading to strong GDP growth, leading to strong earnings, leading to strong stock markets returns. But it's rarely that easy, is it? The reality of 2017 is sure to be a bit more nuanced and complicated than just Trump = unpredictable = volatility = good. For one, that view is a bit Americentrist. There's plenty of other things happening in the wo...................... To view our full article Click here
|
|
RSS
