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Discussing the Impact of the 2020 US Election Results - MacroSolutions Perspectives

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Peter Brooke shares some highlights and long-term fund positioning arising from the Joe Biden election win out of the U.S. An underweight position on the U.S and being overweight the rest of the world has allowed the funds to benefit from a stronger Rand in SA, while the US dollar is anticipated to weaken on the back of rising taxes.

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Chapters

00:20 What stood out in the 2020 US Election
00:45 A brief explanation of how the US Election works
01:08 Market reaction to the US Election results
02:04 What do we expect for the long term?

10 Nov 2020 English South Africa Business

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