Report Detail Summary

The Post-Election Economic Environment: Winners and Losers

November 10, 2016

The election results are in and the state of the world for the next two years has been revealed. One question of interest for investors all over the world is to identify the sectors or individual stocks likely to outperform and underperform in the environment produced by the post-election state of the world.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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