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US Election: medium to long-term strategies – #SaxoStrats video
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Saxo Capital Markets’ global macro strategist Kay Van-Petersen believes medium to long-term investments could be worthwhile around the US presidency result.
He says that, if president, both Trump and Clinton plan to increase fiscal spending - but Trump more so.
Van-Petersen suggests there are opportunities in biotechs such as IBB ETF and industrials such as KOL coal ETF, which could potentially move to new highs following a Trump win.
A victory for the Republican representative would mean risk-off, says Van-Petersen, but implementing a stock-picking strategy may be worthwhile.