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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
It’s important, if sometimes difficult, to keep your political views separate from your investment views. With that said, let’s just underline that the question at hand is whether you should invest in Trump’s US, not whether you should live there. Figures out last week show that US PMIs have surged in the aftermath of a Republican clean sweep, suggesting that business expects a favourable environment ahead. But US equities already make up over 70% of the developed world market cap, and, after two years of 20%+ returns, are not cheap. Is it time to trim US exposure into strength and rotate elsewhere?
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