Summary
- A Trump vs Biden rematch is most likely in November elections.
- Both candidates have different views on geopolitics and this could keep markets volatile.
- Investors should stay vigilant on such uncertainty and explore opportunities across global markets.
Actionable ideas
- Global equities
US equities have performed well this year. But political campaigning may trigger volatility which may be an opportunity to explore attractive global segments in EM Asia, Japan, Europe.
- Multi-Asset investing in times of uncertainty
Yields on bonds are attractive while risk assets could also benefit later in a scenario of slowdown followed by a recovery. Hence, a diversified stance would help capture this evolution.
Key Dates
12 Mar CPI: US, Germany, |
13 Mar |
15 Mar China lending rate, US |