Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

What Trump Can and Cannot Accomplish in His 2nd Term

If Trump Doesn't Launch Trade War in His First Year, Is There Still a Need to Stimulate?

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
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Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>The Trump trade seems to have made a comeback in the markets. The markets have become more bullish on a Trump victory.</li>
<li>If Trump were to win the White House, investors can count on higher inflation, a negative for bonds and positive for inflation hedge vehicles like gold.</li>
<li>Less certain is the trajectory of the stock market. Investors will need to weigh the tension between the bullish effects of fiscal stimulus against the heightened odds of a recession.</li>
</ul>


The Trump trade seems to have made a comeback in the markets. The markets have become more bullish on a Trump victory.
If Trump were to win the White House, investors can count on higher inflation, a negative for bonds and positive for inflation hedge vehicles like gold.
Less certain is the trajectory of the stock market. Investors will need to weigh the tension between the bullish effects of fiscal stimulus against the heightened odds of a recession.


Revisiting the Trump Trade