Equities should potentially do well under President Biden, as US fiscal support will likely be significant. Asian equities could also benefit if a more dovish US foreign policy results in US-China relations stabilising and potentially improving.
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With greater clarity that the end of the global recession is near, and as earnings growth expectations continue to improve, we have a bullish view on global equities, especially on China and Asian equities.
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The results of the US elections will have significant implications for investors. Regardless who wins, additional fiscal stimulus is likely if the US economy continues to struggle. More importantly, US fiscal austerity is a long-way off, and so any pull-backs in markets could be buying opportunities.
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The impact of low rates on portfolio allocation, the changing economic backdrop and risks and opportunities in a world where monetary stimulus is being pushed to its limits.
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The macro backdrop has significantly improved in Q3. While recovery in economic activities and labour markets will take time, the short recession has created opportunities for those focused on longer-term fundamentals.
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