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Investment Strategy Commentary

 
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  SUMMARY
  • The U.S. Presidential election will be uncertain at least through the summer; the possibility of “Brexit” adds to the global political concerns.
  • Election year returns are driven by plenty of factors beyond politics, including growth and monetary policy considerations.
  • The slow-and-steady growth environment should remain largely unaffected by political volatility – we maintain a modest overweight to risk assets.
Keywords:
US economy, Brexit, Investment strategy commentary, elections, Jim McDonald
Election Complexion: The Rise of Populist Politics
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