Movies moved from black and white to color, showing the richness of the world in its true form. Shouldn’t the way we build portfolios and evaluate managers also evolve?
In late February, President Trump promoted trade policy adviser Peter Navarro to assistant to the President. As a trade policy adviser, Mr. Navarro reported directly to White House Economic Adviser Gary Cohn.
One of the most frequent questions we are asked as Fund managers is from where we get our investment ideas.
On 9 February, President Trump signed a two-year budget deal that funds the US federal government up to 23 March and suspends the debt ceiling for one year.
The slow pace of NAFTA negotiations so far, suggests that politics will come into play pushing negotiations to 2019.
With the beginning of the year comes the process of scrutinising equities, one of the most common classes of assets.