Informed Portfolio Management (IPM), which manages $6.7 billion, has returned 9 percent so far this year in its main fund.

BNY Mellon Investment Management sees three themes for investors in Trump’s policy agenda. Here, they consider the macro-trends and the outlook for global reflation.

The Fed has shifted from a data-dependent outlook to forecast-dependent, but that may not last, says Informa Financial Intelligence Chief Macro Strategist David Ader.

Outflows continue for real estate, financial sectors amid Trump’s flagging agenda.

Rotating exposure from the U.S. to emerging markets offers better returns than jumping on the European bandwagon.