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President Trump

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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Jun 16, 2017 Research Alliance Understanding the Trump Tax Overhaul—Wells Fargo Asset Management

Dr. Brian Jacobsen discusses how Trump administration tax proposals could potentially affect U.S. companies, the economy, and investors.

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Jun 12, 2017 Research Alliance Tapping Into Global Optimism—Wells Fargo Asset Management

U.S. businesses are telegraphing unprecedented optimism about doing business globally which signals reasons to consider a global approach for client portfolios.

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Mar 07, 2017 Research Alliance 100 Days of Change: The Importance of Immigration

J.P. Morgan: Early actions and statements by the Trump administration suggest significant changes to both illegal and legal immigration into the United States. In this bulletin, Dr. Kelly explores what the proposed changes might mean for growth, inflation, and investment returns.

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Feb 27, 2017 Research Alliance The Reflation Trade Is Full of Hot Air

MFS: It is not clear that the Trump administration will be able to deliver reflationary policies and an increase in economic momentum commensurate with current market pricing.

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Feb 09, 2017 Research Alliance What to Expect When Your World Order is Collapsing

Morgan Stanley Investment Management: By many accounts, the election of a former reality TV star as leader of the free world has made the future more unreal and more difficult to forecast. But Donald Trump is just a striking reminder of a basic forecasting rule: expect the unexpected. Here are our 10 trends to watch in 2017, with an eye to the unexpected.

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Jan 23, 2017 Research Alliance 100 Days of Change

J.P. Morgan: In the first 100 days of the Trump Administration, as policies begin to take shape, we will be publishing a series of short bulletins entitled "100 days of change," which will analyze the issues one-by-one, outlining the policy change that is most likely to occur and analyzing how it could impact the investment environment.

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