As equity markets continue setting new highs, corporate insiders sold off $9.6 billion worth of stock in May, the highest level of insider selling in six years.
Supply and demand data for U.S. equities shows that stock prices should push higher into June.
Choose equities over individual commodities.
The third installment of BNY Mellon Investment Management’s series on investible themes under the Trump administration looks at the prospects for greater market volatility in the wake of policy and economic risks.
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.
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.
Investors are also discounting President Trump’s ability to push through his protectionist economic agenda.
The fallout from President Trump’s firing of James Comey includes investor redemptions.
