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Blog

November 8th, 2018
Rising US interest rates, trade wars, the US midterm election results, etc – should investors be worried?

Key points

  • It’s still too early to be sure that last month’s pullback in shares is over but we remain of the view that it was not the start of a deep bear market and that the trend in shares remains up.
  • Worries around US interest rates, trade wars, European politics etc are unlikely to be terminal.
  • The US midterm election turned out pretty much as polls indicated. Since 1946 US shares have rallied in the 12 months after all midterm elections.

Read More

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