“It's the U.S. presidential situation ... markets don't like uncertainty. It's notable that the Nasdaq fell 15 percent in the first several days after the U.S. election.”
“We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter running through to the last Fed rate hike and then a growth slowdown theme,”
“We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter running through to the last Fed rate hike and then a growth slowdown theme.”
