We look at the market reaction to Trump's 'surprise' victory, try to glean what the market is telling us about the next four years, and how we plan to invest in this new world.
Quarterly recap, election edition. We recap the 3rd quarter, including:
— the issues that face Europe are many — the US election is looking a lot like the UK's EU referendum did one month out — expect a 7.5% return from this market? Think again. We have.
