Capital Flows and Asset Markets
Capital Flows and Asset Markets
TIME TO CHANGE STRATEGY?
Preview
0:00
Current time: 0:00 / Total time: -0:25
-0:25

TIME TO CHANGE STRATEGY?

Does "Liberation Day" Change Everything?

Wondering whether it is time to change strategy might seem like a very odd thing to say. If I had to estimate year to date performance as of close Friday, it would be up as much as MSCI world is down, but with a net pretty close to neutral. Pretty good. So what is the problem?

This post is for paid subscribers