This is the market Ben Inker has been waiting for. In the grip of Wall Street’s rebellion against President Donald Trump’s tariff agenda – with stocks down around 2% this week even after Friday’s big rebound – Inker is among a cohort of investors making money in this year’s volatility spiral.

The long-time skeptic of the US bull run is sitting on a 4% gain in his benchmark portfolio, beating most of his peers thanks to outsized bets on cheap shares and equities around the world, from Japan to Europe. The international positioning looks smart, for now. The average daily swing in US stocks and bonds has just jumped to levels unseen since the disruptive days of the Federal Reserve’s inflation-fighting campaign.

“This does feel pretty violent, mostly because the market had been pretty tame for a couple of years,” the 54-year-old co-head of asset allocation at Grantham Mayo Van Otterloo said in an interview, in the aftermath of the more than $5 trillion equity rout. “I’m very sympathetic to what the market is doing.”

Source: FINANCE.YAHOO