18th November 2020

A notable November has so far given us a new
US president (we expect), a Republican Senate
(we think), and a vaccine to end the pandemic
(we hope). Market reactions have been suitably
volatile as the stream of news flow is digested.
The net reaction has been a positive one with
‘value’ driven equity indices thus far
outperforming on hopes of an earlier than
anticipated end to the pandemic. We will discuss
the market implications of this a little later, but
first we will examine what the outcome of the US
election might mean for the global economy in
the months ahead.

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For more information please contact Rubrics Asset Management. info@rubricsam.com.