Thought Leadership Research

On a monthly basis, Whitehelm publishes proprietary research on current macroeconomic or financial market issues, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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THE TRUMP RALLY

THE TRUMP RALLY

January 2017

Since the election of Donald Trump as President of the United States, global equity markets have continued to rally strongly, while bond markets have been punished. We address what is causing this market rotation, the potential for it to continue, as well as the macroeconomic and financial market implications.

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