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Amareos

Ryan Shea

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

<h2>Summary</h2><p><em>131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their earlier surge. This divergence has investors scratching their heads as to the implications are for the US economy and, by extension, the future direction of US (and global) asset markets. Given both US equities and government bonds are fundamentally overvalued there are plenty of bears around keen to talk their book, but which side is right? Or are they</em>…</p>

Summary131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their earlier surge. This divergence has investors scratching their heads as to the implications are for the US economy and, by extension, the future direction of US (and global) asset markets. Given both US equities and government bonds are fundamentally overvalued there are plenty of bears around keen to talk their book, but which side is right? Or are they…

Vanguard FTSE Emerging Markets ETF (VWO US)

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