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This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
A more pro-businesses and transactional government in the US could be very positive for some sectors, notably healthcare, but transactions are the result of negotiations, and much of the commentary thus far appears to ignore that possibility that bold statements by the incoming administration might be an opening position rather than the closing argument. We think about how investors might act now, and how one might ‘wait and see’ with a more idiosyncratic approach.
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