What Does Trump's 'mercantilism' Mean For US Investors?
Carmignac's Dider Saint-Georges
While the US celebrates Independence Day and freedom from the British, there is no better time to take a look at what US President Donald Trump's mercantilism means for the US investment outlook, given Europe's own mercantilism served as stepping stones to the American Revolution.
However, the problem with mercantilism in the XXI century is that its ultimate economic consequences could be quite different from what they were when this economic theory was first implemented in Europe,...
Gyrostat January Outlook: Calm At Multiyear Extremes
This monthly Gyrostat Risk-Managed Market Outlook does not attempt to forecast market direction. Its p... Read more
Gyrostat December Outlook: The Market Does The Work
Harnessing Natural Volatility for Consistent Returns Markets have always moved more th... Read more
Gyrostat Capital Management: Why Advisers Must Scenario-Plan Both The Bubble And The Bust
The Blind Spot: Why Advisers Must Scenario-Plan Both The Bubble and The Bust In financial m... Read more
Gyrostat Capital Management: The Hidden Architecture Of Consequences
When Structures Themselves Become A Risk In portfolio construction, risk is rarely where we look for it.... Read more
Gyrostat November Outlook: The Rising Cost Of Doing Nothing
Through the second half of 2025, markets have delivered a curious mix of surface tranquillity and instabi... Read more
Gyrostat Capital Management: Blending Managers - From Style Diversification To Scenario Diversification
The Limits of Traditional Diversification For decades, portfolio construction has ... Read more