Recovery to Expansion
Markets enjoyed a late-cycle rally as economically sensitive and financial stocks embraced Donald Trump’s unexpected victory and a back-up in U.S. policy rates. The questions ahead for 2017 include the fate of global currencies, divergence of central bank policies and the pros and cons of Trump’s themes of increased capital spending, protectionism and deregulation. Genus Capital CEO and Chief Investment Officer Wayne Wachell and Director of Wealth Management, Leslie G. Cliff, discuss the positioning of Genus’ portfolios in light of prevailing market themes and global trade dynamics.
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