24.08.2018 • 13:00 GMT
What if Fear of Trade Wars, Brexit or Rate Hikes Suddenly Vanished?
John Kicklighter
• It is valuable to assess alternative or low probability scenarios to better establish conviction and make traders more flexible
• We consider the presumed low probability outcomes for current key themes: trade wars, Brexit and a halt to policy normalization
• While there are a symbolic assets for most critical themes, the best trade for alternative outcomes may be unexpected
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