米国ポリティカル・ストラテジー
Special Report
What Is A Trump Trade And Should You Play It?
The Trump trade is just a trade, not an investment, and a risky trade at that. It wagers simultaneously on a soft landing and a Trump victory. Yet Trump's victory is more likely amid slowing economic growth than a soft landing. Investors should position for the slowdown first, then the trade shock, and only then take on more risk in the form of “Trump trade winners.”
BCAリサーチ | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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