16 Nov, 2016 Marcel von Pfyffer from Arminius Capital joins Switzer TV to discuss his views on the bond market, the stock market, Donald Trump and more.
10 Nov, 2016 Investors have decided that the Trump presidency will be good for US equities and bad for US government bonds. These trends support our view that bonds yields will keep rising as the developed world enters a reflationary phase. We expect a flurry of activity in the first hundred days after Trump’s inauguration on 20 January, because Presidential powers can be used to limit immigration, raise tariffs, cancel environmental regulations, etc. After that, the President will need to get the agreement of Congress to pass legislation on complex issues such as personal tax cuts, infrastructure spending, and higher [...]
2 Nov, 2016 For a hedge fund manager's view of the stock market, the economy and more, Marcel von Pfyffer from Arminius Capital joins Switzer TV