Portfolio Construction: Red, Split, or Blue?
As the global pandemic and tensions around racial and economic inequality persist, Americans are heading to the polls to determine their leader for the next four years. As part of their October commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, analyze three different outcomes for the November U.S. presidential election and their potential implications on the markets and economy.
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