Global Investing Post-Trump
Macro ESG is calling the election definitively for Biden. While this is a clarion call for the US, its equity market leadership echos throughout the world and will shape corporate and national priorities for the next three decades. What is the investment opportunity? Growth will be in renewables, public health, technology privacy, education, infrastructure, basic materials, micro-agriculture, and affordable housing. Decline will be in military spending, corporate jets, ultra-luxury brands, financials, hydrocarbons, consumer finance, social media, online shopping, and cellular services. Markets will be positive post 2021, but as interest rates have hit bottom, it will be real growth, not empty liquidity-driven growth. www.macroESG.com #macroESG --- Send in a voice message: https://anchor.fm/macro-esg/message