Investec Sees Trump Presidency Akin to Brexit in Markets

The transcript discusses market strategies and expectations ahead of the US presidential election, focusing on potential outcomes of a Clinton or Trump presidency. It highlights cautious market positioning, hedging strategies, and the impact on bond markets and currencies. The discussion also covers the implications of a Clinton win on the Federal Reserve's actions and the broader economic outlook, including global growth and inflation trends.

What is the anticipated impact of the Fed meeting on the markets?

What are the expectations for growth and inflation in the current economic climate?