Independent Strategy

Hoisted with his own petard

We are waiting on the presidential election outturn to take a more positive stance on US financial assets, particularly equity beneficiaries from a Biden boom and the US dollar. But we are not there yet. A sell off in US equities and the dollar can still be expected in the run-up to the election and in the immediate aftermath of a Biden victory. That would be short-lived though and an opportunity.

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