BVTV: Trump’s first 100 days. How’s that reflation trade looking?

Jim Leaviss   24/04/2017   Comments Off on BVTV: Trump’s first 100 days. How’s that reflation trade looking?

Bond markets are behaving like the Trump reflation trade isn’t going to happen, whilst equities seem to believe in 4% GDP growth 4evah.  Today I’m joined by M&G multi-asset fund manager and author Eric Lonergan to discuss Trump’s first hundred days in office, and to think about this seeming disconnect in asset valuations.

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