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Alternative Market Briefing

Survey: 59% of allocators see US election as greatest macro headwind

Friday, October 14, 2016

Benedicte Gravrand, Opalesque Geneva:

A survey found that 59% of allocators view the US presidential election as the greatest macro headwind facing the market in the fourth quarter of 2016. Next to that is a possible interest rate hike by the Fed in December (35%). Only 3% were concerned about corporate earnings, and 3% about China.

"While investors are maintaining a close eye on the upcoming presidential election, the data indicates that investors are positioning their portfolios for the long-term and less concerned with short term price movements in risk assets," commented Mark Salameh, co-founder and chief executive officer of Context Summits.

Long term investing is the way to go, says Merrill Lynch in a separate report. Markets could be in for a bumpy ride all the way to the November elections as the outcome is highly uncertain, due to the departure of President Obama. "For most investors, the best way to prepare for possible market volatility in 2016 is to take a long-term perspective," the bank says.

Investment house State Street Global Advisors also forecasted spikes of volatility for the reminder of the year as markets "contend with broader global growth concerns, the capacity of central banks to......................

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