Why Equity Returns are linked to Policy Uncertainty
The uncertain economic policy currently being employed in the US has harmed US equity valuations. On the other hand, the massive spending plan recently passed in Germany has been viewed more favourably by investors.
How can investors position themselves to benefit from this increase in fiscal spending in Germany at a time of heightened policy uncertainty in the US?
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The uncertain economic policy currently being employed in the US has harmed US equity valuations. On the other hand, the massive spending plan recently passed in Germany has been viewed more favourably by investors.
How can investors position themselves to benefit from this increase in fiscal spending in Germany at a time of heightened policy uncertainty in the US?
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