The "Reregulation" PlaybookAug 23, 2017
With a wave of deregulation looking less likely, investors should focus less on the macro and more on how "reregulation" will impact securities and sectors.
Are you seeing the big picture and how all the moving parts fit? Our macro economists and strategists share views on key events and trends reshaping the global economy, industries and marketplaces.
Higher stocks, tighter bond spreads and recovering emerging markets, all amid low volatility—if these are the fruits of political inaction, let’s please have more.
Even after a strong few quarters, the runway for value stocks is still many months long, says Chief European Equity Strategist Graham Secker.
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