Buy Hold Sell, by Livewire Markets
Business:Investing
The anticipated blue wave carrying Joe Biden to the US presidency may have been overstated but history suggests a divided government is no bad thing for markets. And while Big Tech is a clear winner if governance is restrained and the Biden administration has its hands tied on issues like antitrust and privacy, Healthcare will not be far behind with the prospect of intense government scrutiny also fading.
However, Bob Desmond, Head of International Equities at Evans and Partners and Joe Magyer, Chief Investment Officer at Lakehouse Capital, are avoiding the energy sector. A Republican-controlled Senate will likely block green-energy policies while fossil-fuel stocks will continue to face headwinds.
In this thematic, Bob and Joe provide more detail on the US Election, including their top stock picks.
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