Strategies update after the US election
I tend to agree with people who say that Trump is best in raising money (especially debt that he sometimes doesn't even repays). So the bottom line is, that we might expect much more US government spending (mostly infrastructure) financed from the markets. So I add long PKB and CAT to my Asset Classes Absolute Return strategy. Whereas, I think the renewable industry is not going to enjoy much support, so I add FAN short. It is also widely mentioned that less regulation would help the pharma and biotech industry, so add PJP and XBI longs.
I add AXP long
and HD short to the Equities Market Neutral portfolio.
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