Investors and advisors have plenty of questions about where themarkets are heading under President Donald Trump's leadership.
Ben Inker, head of asset allocation for money manager Grantham,Mayo, Van Otterloo & Co., dissects the economic scenarios thatcould guide the markets and its participants over the next fouryears in his latest quarterly report.
Like his bearish partner Jeremy Grantham — who debates ifworkers will get the economic benefits of their votes in hisquarterly letter — Inker seems pessimistic: “The newadministration's plan for a large fiscal stimulus seems poorlydesigned, oddly timed and very unlikely to produce the sustainedstrong growth that Trump claims he will provide.”
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Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
