by Aurora-Partners | Feb 14, 2017 | News
We are well into February, past the Valentines Day hype around gifts and roses for those you love. Isn’t it time to start thinking of how to love yourself? How can you give yourself – and your loved ones – the best gift...
by Aurora-Partners | Feb 14, 2017 | News
Summary of key points The Trump rally in equities markets has faltered in recent weeks, but the longer term dynamic has stayed in place and has strengthened. Do not expect President Trump to become conventional, clear or consistent in his public utterances. This is a...
by Aurora-Partners | Dec 27, 2016 | News
Summary of key points The mild Trump inspired euphoria continues in the equities markets while pain persists in the bond markets. Both are driven by the same expectations of a Trump administration: Major cuts in corporate taxes Increased federal spending and deficits...
by Aurora-Partners | Nov 29, 2016 | News
Summary of key points The investment world may be at a pivotal point. Trump has triumphed, using a strategy of being a disruptor and not accepting the rules of the game by which politics is practiced in the USA. In his direct appeals to voters Trump has been...
by Aurora-Partners | Oct 14, 2016 | News
Summary of key points There has been little net change in financial markets since our last update but a number of factors have emerged that call for more caution in investment strategy. The caution should be expressed in terms of lower holdings in...