This document discusses a trade idea initiated on September 13, focusing on tax reform and its impact on asset allocation. It includes strategies for trading based on effective tax rates and repatriation benefits, with a focus on IWM vs SPY performance. The document also outlines a specific trade construction by DB's Asset Allocation Strategists, involving long-short pairs based on tax rates in the S&P 500, excluding certain sectors.
doj/DataSet10/EFTA01386943.pdf
{"document_type":"correspondence","key_organizations":["DB's Asset Allocation Strategists"],"reference_numbers":["DB-SDNY-0088892","SDNY_GM_00235076","EFTA01386943"]}