Goldman Sachs Says Stick With U.S. Risk Assets

The video discusses the potential impact of the US election on investment advice, focusing on tax policy and trade tensions. It highlights that the election may not cause a dramatic shift structurally, but tax policies under a Biden administration and US-China trade relations are key areas of interest. The video suggests that any tax increases might be offset by spending increases to support economic recovery. It also explores how a less antagonistic approach to trade with China could benefit US markets.

In what ways does the speaker suggest the relationship between the US and China might change under a Biden administration?

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What potential effects on the market does the speaker anticipate if tariffs are not the primary tool in trade relations?

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