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US Equities: What To Select For The President Elect

by Pratik Bhanuse,    Max Malakhveitchouk, Senior Analyst    Guy Russell, Associate Vice President  

Favor Health Care and Utilities for defensive positioning amid economic slowdown and volatility as the presidential election approaches. A Republican Sweep favors Real Estate and Materials, while the second most likely outcome, Democrat gridlock, favors Health Care, and Information Technology.

BCAリサーチ | US Political Strategy

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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