It’s all about dispersion in the U.S. equity market!
The U.S. Presidential Election has been a catalyst for higher return dispersion in the U.S. equity market. The primary reason being, that the market now expects that the new administration will promote a set of economic policies that will ‘reflate’ the U.S. economy sooner than anticipated, and will bring about regulatory changes that will benefit specific sectors.
This report provides evidence of the higher equity dispersion underway, and explains why this trend is set to continue.
Iniohos Advisory Services is an independent investment research and consulting house, founded by investment professionals with long and in-depth experience in global financial markets.
Iniohos Advisory Services aims to provide top-end investment solutions to High Net Worth Individuals and institutional investors, ranging from proactive investment research to tailor made financial and risk modelling.
Our research covers the areas of investment and macroeconomic research, investment strategy and asset allocation, financial modelling and risk management.
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