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 leader...

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