- His current outlook for the US recovery;
- The US unemployment rate;
- Timing around the QE tapering;
- The European economic recovery; and
- Magellan Global Fund’s portfolio positioning.
Don’t let politics get in the way of a good return
James Weir explores the risks of letting politics influence investment decisions. He reviews historical data showing that, despite election noise and geopolitical events, markets often perform well in the long run. Could staying focused on a long-term strategy or reacting to political shift be the way to go for strong returns this time?