Protectionism, Profits and Positioning
June 28, 2019 at 11:45 AM EDT
By Dan Suzuki, CFA, Richard Bernstein Advisors RBA is a macro-based investment firm, but we are not event driven. Billions, if not trillions, of dollars are singularly focused on profiting off of whether a vote will go a given way, whether an economic data print will surprise to the...