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Markets not pricing in rally if Trump wins election – Julius Baer CIO

Markets are not pricing in a Donald Trump return to the White House, despite polling to the contrary, which could support a rally in both equity and bond markets, whereas a Joe Biden win would continue the ‘status quo’, Julius Baer’s Asia CIO told Asian Private Banker. Bhaskar Laxminarayan recommended boosting cyclical exposure and focusing on technology stocks, while also…

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