Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Guys I have heard a lot of commentary that if the Dems win the US election again it will be very negative for stocks due to Kamal Harris proposed policy changes. Should we consider this as a macro risk when thinking about our US investments or is it just noise? Interested in MM thoughts on this please. Many thanks Alex
Hi Alex,
We regard this as fascinating macro noise, especially with the Bookmakers having Trump and Harris running neck and neck.
However, at the end of the day, we think it’s probably marginal and good old fashioned earnings will dictate equity price, and we’re better off trying to pick those we think!
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