December 01, 2016
Jonathan Rochford, CFA @ Narrow Road Capital
Portfolio Manager at Narrow Road Capital
November Market Commentary: Trump and Equities Win, Safe Haven and EM Assets Lose
November was a great month for risk assets but a terrible month for safe haven and emerging market assets. I've included my reflections on 2016 as well as sections on bank capital and regulation, China, emerging markets and the US presidential election.
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