Jonathan Rochford, CFA
February 01, 2017
Jonathan Rochford, CFA @ Narrow Road Capital
Portfolio Manager at Narrow Road Capital

January Market Review: A Quiet Start to an Interesting Year

  

January was a quiet month for risk assets with President Trump’s first actions far more interesting than markets. The risk/return outlook in the medium term isn’t great for many asset classes, but there’s some signs of better economic conditions in the US which might help 2017 returns. There’s also sections on economics, high yield debt, asset management, China, emerging markets and regulation.


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