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Here, There, Everywhere Chartpack

Here, There, And Everywhere Report - October 2024

by Marko Papic, Chief Investment Strategist & Head of GeoMacro  

The month of October ahead of a US general election tends to be a volatile month with negative outcome for equities. As such, it is prudent to remain on the sidelines until after the election.

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A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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