Arbion Observations - January 2024

Arbion Observations - January 2024

Market Performance During Re-Election Years

"Investors often get bogged down by minutiae and data points that only have some relevance on a short-term basis but are meaningless longer-term. On this basis, they are trying to make impossible predictions. I found that, more often than not, Occam’s razor provides an effective mental framework to approach seemingly complex contexts."

With the US elections fast approaching, our CIO, Marco Pabst, takes a look at the potential impacts on the forthcoming year.

Please read the full version here.

More Internal Insights

View all