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Source Research Report: With Political Parties Disconnected From Voters, Be Careful In Markets

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Mark Melin
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Political Parties are hated... Investing in the age of political uncertainty: An investor speeding down the highway was pulled over by a police officer. “Step out of the car,” he commanded. “You have the right to remain cautious on the upcoming elections. Now, let me inspect your portfolio to determine if you are properly positioned to handle the unknown.”

With polls tightening – a new Bloomberg poll puts Donald Trump now ahead of Clinton in a four-way race and tied head to head – how will political uncertainty impact financial markets?  This was a topic of a recent Source “Uncommon truths” institutional investor report that considered the oddity of a rare populist race being an outlier.

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.