- Stay agile amid high uncertainty
Global Investment View - Stay agile amid high uncertainty
Tuesday 24 September 2019
Over the past few weeks, markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit) and not so good news around economic data (German recession, US manufacturing, and Chinese slowdown).
Markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit)
Investment Insight Blue Paper December 2020
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The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. With multiple Covid-19 vaccines showing promise, the US economy may surprise on the upside in 2021.
Early Christmas gifts to support year-end rally
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome. A Republican, or even a 50-50 senate, would make it very hard for the new president to pass any extreme measures in terms of fiscal push, more drastic legislation or tax increases.