2016 Election: Is Your Portfolio Ready?
In an election year markets always behave differently no matter who wins. The S&P 500 has had positive returns since 1928 with the market typically rallying post-election day. Certain sectors have historically outperformed during these years. Overall, summer months have tended to be the strongest during election years with June, July, and August outperforming.
This year the two major candidates have two wildly different economic plans. Axel will predict the impact of their administrations on the US and world economies He will discuss global macro themes in the context of the election, touching on equities, bonds and, of course, currencies & gold, amongst others. He promises to work hard as an equal opportunity offender in the run-up to the election.
About our Speaker
Axel Merk is President & CIO of Merk Investments, Manager of the Merk Funds.
He is a recognized expert, sought after speaker and author on the global economy, monetary policy and international investing. An authority on currencies, including gold, he is a pioneer in the use of strategic currency investing to seek diversification and portable alpha. Merk has been dubbed “Currency Guru” by Morningstar.
Together with the Merk portfolio team, Mr. Merk manages the Merk Hard and Absolute Return Currency Funds, as well as the VanEck Merk Gold Trust.
Axel Merk holds a B.A. in Economics (magna cum laude) and a M.Sc. in Computer Science from Brown University.
Date, Time + Location
Thursday, November 3rd
Noon to 1:30 PM
6th Floor Classroom
235 Montgomery Street
San Francisco, 94104
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