Mind the Economic Fundamentals

Posted on 04. May, 2017 by Jean Jacques Ohana in Weekly Focus

May 4, 2017, Jean-Jacques Ohana and Dr. Christian Witt (both YCAP Asset Management)

The “Trump trade” may still be the investment theme of the hour (in developed markets). But current economic fundamentals suggest this is likely to change soon. For one thing, European economies continue their increasingly vigorous recovery, while the US economy seems to slow [...]