At a recent client event, I was asked a question which I think many investors are grappling with ahead of Election Day: ‘The betting markets are currently suggesting that the US Presidential election is a 50/50 bet. What are your thoughts on whether a Trump victory is going to be inflationary, and if it is, would that make a Harris win deflationary?’ This question, and of course many others about the investment implications of the election, are dominating debate around the globe. We’re all expected to have a sensible strategy for the coin-toss election and its aftermath.  While I’m not…

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