Stephen Walters
Ready for a Biden Bounce
(writing at 0630) In response to Mr Biden’s victory, markets in Asia have already risen 2-2.5%; so I imagine something similar will happen in Europe. I anticipate a rise higher still in Technology - including clean energy, electric vehicles - funds in which the Dexterity portfolio is already invested.
Measured since launch 20 months ago, the Dexterity portfolio on Friday’s close stood at +31%; compared to +13 and -15 for its World and UK benchmarks.
