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(1) Reports Of The Bond Market’s Death Have Been Greatly Exaggerated (4 min read) US rates guru George Goncalves presents the case for why US 10-year yields may be about to break out from their recent range.
(George Goncalves │ 13th October, 2020)
(2) Will Democrats Protest the Election Results? (2 min read) Markets have worried about a close result in November and a contested election. I argue that the Democrats could in fact be more radical in reforming the US election system.
(Bilal Hafeez│ 13th October, 2020)
Scotland after Sterling (Project Syndicate,4 min read)
Don’t mix your politics with your portfolio (A Wealth of Common Sense, 3 min read)
Volatility, the vote and taking the long view (BlackRock,2 min read)
Building ESG momentum in US equities (Amundi,7 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)