Thank You, Trump -- Active Stock Selection Is Back - News Summed Up

Thank You, Trump -- Active Stock Selection Is Back


The Biggest Hedge Fund Paydays Of 2016, From Charter Communications To Natural GasThe Dow Industrials topped 20,000 for the first time on Wednesday. Active Stock Selection may well be back in style after so many years of losing to passive investing. While not many hedge fund managers raise their hands as having voted for Trump, those same hedge fund managers are now extolling this environment as one of the best ever for good old fashioned fundamentally driven stock selection. As Goldman Sachs noted last week in “Make Active Great Again,” economic policy uncertainty and equity market uncertainty are correlated, with equity return dispersion rising with higher economic policy uncertainty. And we are now in a period considered to be high economic policy uncertainty.


Source: Forbes January 27, 2017 18:56 UTC



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