Viktor Shvets of Macquarie Capital sees continued strong earnings growth in the U.S. despite Fed rate cuts and suggests a 60/40 portfolio going forward. He does see U.S. voters having a moderating effect on the presidency, so there is no need for specific political trades.
Viktor Shvets of Macquarie Capital sees continued strong earnings growth in the U.S. despite Fed rate cuts and suggests a 60/40 portfolio going forward.
He does see U.S. voters having a moderating effect on the presidency, so there is no need for specific political trades.
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