Speculation that Trump would pour stimulus onto the nation’s expansion – and keep upward pressure on Treasury yields – is being rapidly swept aside less than two months into his presidency. Instead, traders have been piling into short-dated Treasuries, pulling the two-year yield down sharply since mid-February, on expectations the Federal Reserve will resume cutting interest rates as soon as May to keep the economy from deteriorating.
ETMarkets PMS Talk: PIPE and Value strategies delivered 30–37% CAGR over 5 years – Anand Shah reveals growth drivers
Anand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last five years. He highlights