Why investors should remain optimistic on US despite political upheaval

Opportunities in US banks

Steven Andrew, macro fund manager at M&G

Steven Andrew, macro fund manager at M&G

The 241st year of the United States will go down as an especially eventful one. Aside from the unrefined noise of political upheaval, more subtle - and probably more consequential - shifts took place in financial markets.

This time last year, beliefs about future growth prospects hit rock-bottom. Alluringly alliterative warnings that secular stagnation would keep everything lower for longer seemed finally to have become...

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