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...
by Aurora-Partners | Sep 11, 2016 | News
The latest Market Update has now been released Summary of key points Nothing much has changed since our last update except that the US equity market has crossed the line into being expensive and property securities are also more expensive. We still expect to have low...
