How will Trump’s U.S. election victory and recent interest rate cuts shape the future economy? James Thorne reminds investors that liquidity matters and shares where he still sees opportunities. Stay tuned for his 2024 recap this December.
June Market Insights: The New Nexus of Power
For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fueled a populist backlash that upended politics from Ohio to Washington.