investment review

March 31, 2017 - President Trump

During his campaign run, Trump said he would repeal and replace Obamacare, implement significant tax cuts, and allocate close to a trillion dollars to infrastructure spending. These policies would be suppor􀆟ve of economic growth and as a result equity markets rallied and bond yields soared. The ques􀆟on facing investors in 2017 is how much of this news is already factored into current market pricing and would Trump be able to implement all of his proposed changes. equity markets have soared, approaching all‐times highs in the U.S., while bond yields have increased dramatically.

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