Will a Trump presidency have a positive impact on your main strategy over the next 18 months?
Yes, the planned fiscal stimulus and other factors related to the new president’s policies are likely to boost performance by a decent amount
Not really, most of any boost is now priced in to markets and there are plenty of other factors more likely to impact our strategy positively or negatively
No, we have concerns that the new president’s policies will have a marked negative impact on our main strategy
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