Welcome to our weekly investment overview, we provide these to all our investment clients and we thought it would make for interesting reading for visitors to our website as well.
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“There appears to be a lot of anxiety priced into the market and a lot of hedging in place. History has shown that the election will only be a temporary issue and it will be the Federal Reserve and other central banks that will have more impact on equities. The US President’s positive Covid-19 test will add more uncertainty to an already confusing US election situation. We expect that technology will continue to hold up well but more cyclical companies that require an economic recovery will not benefit in the short term unless we see a stimulus package.”