By Lewis Johnson - Chief Conclusion What does last week’s election mean for the markets? The election has been positive for the equity market but negative for bonds. Are bonds through? A veritable galaxy of investment[…]
POSTED ON
November 3rd
- POSTED IN
Portfolio Construction for a Challenging World,
Cycles,
Indicators,
Thinking About the Future
By Lewis Johnson - Chief Conclusion We expect that the upcoming Presidential election in the U.S. may add further evidence supporting the growth of a powerful and global bull market in populism and its corollary,[…]