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Trade War

Aug 07 2018

Is The Trade War Short-Term Bullish?

  • Aug 7, 2018

We believe the U.S. free-trade initiatives of the last 25 years have been wildly bullish for the stock market.

Jul 07 2018

Trade-War Thematic Group

  • Jul 7, 2018

Trade wars or trade tensions, quietly started in 2017, hadn’t captured the market’s attention until early March this year—as demonstrated through a review of internet keyword search data of “Trade War” and “Tariff.” We present our Trade War thematic group which captures U.S. companies that could suffer the most from a trade war between the Trump administration and the rest of the world.

Apr 06 2018

Trade War Beneficiaries?

  • Apr 6, 2018

After months of research and econometric modeling, we’ve come up with a list of U.S. and foreign industries, companies, and individuals we expect to benefit from a trade war between the U.S. and China.