Tag Archives: Ray Dalio

Bond markets, Market outlook, US bond markets, US stock market

Hedge fund managers on President Trump’s economic policies

After Donald Trump won the presidential election 2016, the financial markets have reacted very dynamically, but investors also do not seem very determined about what the political shift would mean to the global markets.

Yet they would not be to blame, especially when even the world’s greatest hedge fund managers have diversified, different views. Some foresee rapid growth, whilst others still remain cautious. We introduce both in this article.

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Market outlook, US stock market

Who was right about the US stocks in early 2016?: George Soros, Ray Dalio and Bill Gross

S&P 500 has recovered from the plunge in the beginning of 2016. Many famed hedge fund managers published their own view on the stock market, and who has been right so far? We would like to review the predictions by great investors such as George Soros, Ray Dalio and Bill Gross.

2016-4-20-s-and-p-500-chart

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Market outlook, US stock market

Hedge fund managers on secular stagnation: George Soros, Ray Dalio and Bill Gross

The global deflation and low economic growth are the keys to investment in 2016. The weak demand from the decelerating Chinese economy has pushed down the commodity prices, and Europe and Japan are still struggling to recover from the recession.

Even the US economy has a symptom of a slowdown now, indicating it cannot support the rest of the world economy alone.

The advanced economies have already relied on the quantitative easing, and if even the QE cannot revive the economies, what would be the cause of such a strong deflationary force? Larry Summers, the former Treasury Secretary, called it secular stagnation.

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