In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 25th November 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

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