Tano Octane - Global Macro Fund
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Investment Theme Detail 3
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  PROCESS
  Representative Themes
  Investment Theme Detail 1
  Investment Theme Detail 2
  Investment Theme Detail 3

Trump Election ViKtory Implications

The original Trump investment ideas

  • Inflation - short the long end of the yield curve on rate rise

  • Extension of Bully Dollar rally

  • Short Mexico via Short Peso / Long Rouble

  • Copper on infrastructure spend

  • Rerating CIS risk

  • Kazakhstan (leveraged rally on commodities and ‘greater Russia’)

  • Russian Oil

  • Russia Real-Estate

  • Global E&P

  • US Steel

  • US Coal

  • US Defence Industry

  • US Infrastructure and construction

  • US Financials
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