Today we distribute our Q3 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention  on trade politics and the Presidential election, with an attempt to review who have been the winners and losers of the massive increase in global trade over the last 20 years, and why we are seeing more opposition to trade agreements in this election cycle. We  examine the candidates’ views on this topic, and discuss why both their proposed policies  fall short.