November 9, 2016 
Trump is an immediate negative for markets around the world, as seen already in Asia. Immediate winners are gold, Treasuries and the Yen; but losers include the US Dollar, Mexican Peso, oil, climate change and equities. Since 1948, the Dow has typically fallen under a Republican. But if Trump’s presidency echoes Reagan’s leadership, markets may […]
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Tag Archives: Election
Behavioural Edge 
Will the UK Election result unnerve investors?
– Falls of 2 to 3% likely in UK domestic sectors like property, media, retail and challenger banks – FTSE 100 sectors with international earnings – pharma, oils, mining, exporters – should gain on the weaker Pound – Domestically-oriented sectors such as housebuilding and building products can benefit in coming months – A barely workable […]
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