The Storm Before The Calm
Source: SeekingAlpha
2025-04-06 07:30:00 ET
Summary
- The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.
- The AAC has upgraded its view on global equities from at-target to overweight in line with a similar upgrade to its view on developed non-U.S. markets.
- The AAC downgraded its outlooks for global bonds from overweight to at-target, reflecting a similar downgrade for investment grade bonds.
By Erik L. Knutzen, CFA, CAIA, Jeff Blazek, CFA & Maya Bhandari
The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation....
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The Storm Before The Calm
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