North America

Almost 100 days to go to the vote

'Reckless strategy'

IA North American most consistent sector

Total purchases rise to $6.9bn

Developed in conjunction with IHS Markit

Political and economic fireworks could spell trouble across the pond

Drawing up forecasts amid public spending and unemployment

History tells us that US elections are all about the economy. For a nation priding itself on economic dominance on the international stage, this makes sense.

Diversification, dispersion and harnessing volatility

As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...