November Portfolio Construction - You're Hired, Mr. Trump

posted Nov 28, 2016, 12:31 PM by Janelle deRocquigny   [ updated Nov 28, 2016, 12:34 PM ]
Portfolio Construction
As part of his November commentary, Alfred Lam, Senior Vice-President and Portfolio Manager, discusses the surprise election of Republican Donald Trump as the next U.S. president and explains that the team’s portfolios were not positioned to benefit from the election result, but instead positioned based on facts, fundamentals and valuations.  


Click here - You're hired, Mr. Trump.