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Our Weekly Podcast and Market Overview from Quilter Cheviot

And The Results Are In

By Alan McIntosh, Chief Investment Strategist

“It’s all over bar the shouting, although it looks like the shouting will carry on for some time yet, as outgoing President Donald Trump refuses to accept that Joe Biden won fair and square. So endeth the election of the 46th President of the United States. Financial markets were wrong-footed on the outcome of this, starting last week they were convinced of a “blue wave” clean sweep for the Democrats. In anticipation of a large fiscal stimulus package, bond yields rose and cyclical sectors replaced technology as the share price leaders. When the election results started to come in and it became clear that the outcome would be a lot tighter, these earlier moves went into reverse… ”

Read more here… Quilter Weekly Comment – And The Results Are In

Weekly podcast: Markets Uncut

“Join Investment Manager Pavan Harnal, Head of Fixed Income Research, Richard Carter, and Equity Research Analyst, Oliver Creasey, as they discuss the Brexit negotiations and the sharp fall in the pound. As well the rise in house prices and what this means for the property sector and property funds…”