Report: Midlincoln Strategy (February)
Don’t Hope The Rally will Last
Economic Nationalism
Trades
Economic Nationalism Trades
Globalisation
Re-farming
Policy mistakes are
expensive
Money is the message
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
Source: ML
You will be able to download all slides in power point for this reportMidlincoln 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
Rural Investment Banking Coworking
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