In this month's investment outlook, we take a look at:
- The US Elections and its impact on the markets.
- Inflation expectations going forward.
- Speculation across equities, forex and commodities.
- The unprecedented situation in which both equities and bonds will be vulnerable at the same time, especially for high yield and emerging markets issuers.
- Why investors should remain focused on downside management rather than be tempted by short-term gains.
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