Midlincoln Strategy (February)

Don’t Hope The Rally will Last

Reasons to be constructive on Economic Nationalism Trades

Few Examples of Economic Nationalism Trades

Globalisation Trades

Re-farming Trades

Policy mistakes are expensive

Money is the message

But Dr. Copper Sais Emerging Markets Rally Is could be just too fragile

Even worst equity markets class (Frontier Markets) delivered 5% return in January

Dynamics in Bond Markets is quite supportive of risk appetite improvement argument

Specialist sector funds see outflows

Commodities best and worst

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