Campaigning for the US Presidential election is causing a stir, not just in America but across the globe. There have been dire prophecies from some experts and pundits on the consequences for the US and global economies and financial markets should the Republican candidate, Donald Trump, win the 8 November election. In an earlier article I argued that a Trump victory could be negative for markets in the short-term, but may not be the seismic event that some predict. In this article, I elaborate on this view and also discuss the implications of the election on how we manage investment portfolios at GMI.
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