In Focus: Christmas Comes Early for Risk Markets
Investment Manager Research December 16, 2019
Investors woke up to positive news on Friday morning with United Kingdom Prime Minister Boris Johnson’s Conservative party winning a commanding majority in the Parliamentary election. Across the pond, there were more positive headlines with phase one of the U.S.-China trade deal seemingly near the finish line. The increased clarity that these developments provided drove a risk-on trade pushing equity markets to new highs. While less uncertainty should broadly support markets in the short-term, there are still reservations to longer-term implications of both developments.
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