Tactical Investment Strategy, November 2020

We are looking beyond election-related volatility and are focused on four pillars of the recovery – positive economic momentum (especially the U.S. consumer), favorable central bank policy, forthcoming fiscal stimulus, and the prospects of a vaccine. This view suggests staying positioned for further upside, and so far this has been rewarded in the fourth quarter with positive returns despite bumpy markets.

  • DATE: November 11, 2020

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