Politics and portfolios

With around 50% of the global population living in countries with elections this year, the market has a lot of noise and expectation to price in over 2024 and beyond. Ultimately, whether it is the conservatives or labour that are at the wheel (which has been the case for the last century or so), capital markets persist and have delivered fantastic long-term value to investors. Correctly guessing the outcome of an election is only the starting point, knowing how the market will interpret that is guesswork.

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