No. of Recommendations: 2
with regards to 'economic freedom', there are ~3 major sources. perth tolle is an excellent manager that runs a fund on this strategy.
the latest and most frequent is from allianZ, which can whiplash if it captures a major negative followed by a quiet period. but all major sources are expected to downgrade under trump, and those like fraser point to longer lasting trends.
"...assessments resulted in the upgrade of 36 economies, including Argentina, Ecuador, Hungary, Italy, Spain, Türkiye and Vietnam, while 14 countries were downgraded, among them Belgium, France, Senegal and the US."
allianZ 2026
