Divyang Shah, IFR Senior Strategist
Divyang's focus is in following broad macro trends globally with a view to building a tradable analytical framework. He was editor of the flagship products at IDEAglobal as well as head of FX research and then moved to Chief Strategist at Commonwealth Bank of Australia before joining IFR.
One of the biggest investment themes at the moment is whether the rotation trade from bonds into equities is sustainable.
Since the US presidential election, there have been persistent worries that the tax/infrastructure desires of the Trump administration will lead to accelerated rate hikes from the Federal Reserve.
One of the interesting themes over the last few weeks has been an increasing correlation between French and Italian debt and a decreasing correlation between French and German debt.