Amilton AM views risks linked to 2020 US presidential election

Elisabeth Reyes
clock • 1 min read

François Pascal, head of Multi Asset Investing at Amilton AM, has aknowledged that the French manager has been adjusting its view on US/North America exposure in light of risks seen linked to the 2020 presidential election in the US. "We have been overweight the US equity market and the Nasdaq for a very long time, but we have slowly changed our minds [in recent] months." "First, we believe that the trade tensions between the US and China will last longer than expected, as global leadership is the point. Until now, the trade war has been more harmful to China than for the US. But with...

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