US Election Update: "It ain't over 'til it's over"

06 November 2020

Coming into this election, overall we were relatively neutrally positioned to a wide variety of outcomes in terms of country/sector weights and stock selection as we do not believe we have an edge in predicting election outcomes. Current likely outcome is for a Biden White House but Republican Senate and more Republican seats in the House, though still a Democrat majority in the house.

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Northcape Capital

Northcape Capital
Expert Investment Partner