How to Position Portfolios Ahead of Election Day

The video discusses the breakdown of traditional market correlations due to central bank interventions, emphasizing the importance of diversification as a primary strategy. It explores finding low beta and high income assets in a challenging market environment. The discussion also covers the consensus trade and the risks associated with the 'Follow the Fed' strategy, particularly in credit markets. Finally, it addresses trading strategies around election outcomes, highlighting the need for diversification and risk management.

What are the risks associated with the 'follow the Fed' strategy?

What should investors consider when trading around uncertain events like elections?