We are a few weeks into the election campaign and the outcome is far from certain. The campaign will be the biggest talking point between now and December 12th, so I wanted to offer some thoughts on our approach to investments in these uncertain times.
While these are uncharted waters, political uncertainty is nothing new. On this occasion, as in the past, people will jump over themselves to tell you the “right way”. Whether we are judging the merits of the parties or working through our investment positioning, we must favour research over reaction and urge all our clients to do the same.