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Invesco Sees Opportunity in Risky Assets Amid ‘Chaotic’ Election

  • Equities to outperform bonds, small caps will lead, Leger says
  • Italian sovereign bonds a better hedge for election: Robeco
RF markets red stocks market display screen
Photographer: d3sign/Moment RF

Invesco Ltd.’s Talley Leger is advising investors to look beyond U.S. election-related volatility toward an eventual global economic recovery by betting on risky asset classes.

The recent U.S. equity sell-off was a “risk-shedding event” that provides an opportunity during an election year, the firm’s senior strategist said by phone. Historically, U.S. stocks have performed well in the runup to elections. Combined with lower-for-longer interest rates, the creates a good opening to bet on risk assets, he said.