I-AM GreenStars Market Commentary
The stock markets continue to benefit from positive sentiment, setbacks are bought, new all-time highs are the norm.
The so-called “Trump trade” has dominated market activity recently, with an election outcome in favour of Donald Trump being associated with pro-cyclical policies. Characteristic features are a general preference for the US capital market, increasing market breadth, outperformance of cyclicals, rising interest rates and a strong USD.
Impact Asset Management GmbH
Stella-Klein-Löw-Weg 15
Rund Vier, Haus B
1020 Vienna
Austria
T +43 1 720 3600-0
E info@impact-am.eu
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