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‘Trump has shown that he is capable of winning against the odds’Trump. “We can think of a lot of negative things to say about Donald Trump, but there is one thing we cannot deny him: he has shown that he is capable of winning against the odds,” admits Daalder. “And looking at the latest poll, his odds aren’t half as bad as they were when he announced his intentions to become the Republican’s nominee for US President. Although the chances of an actual electoral victory in the November 8 poll currently seem slim, the fact that he has come this far is a clear sign that social cohesion has eroded, and not only in the US.”
‘We feel the market has been too complacent on various issues’So, should investors sell equities, and wait until things statistically have calmed down in November? Robeco Investment Solutions has been underweight equities since the Brexit vote but doesn’t advise any mass selling based on historical charts. “As it happens we are indeed underweight equities right now, but it would be incorrect to say that this is linked to the seasonal pattern in volatility,” says Daalder.
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