Who are the market winners and losers in this new world order?
The US election and vaccine breakthrough have excited the markets, but stock pickers need to look beyond the news cycle to the structural shifts of the post-pandemic world.
Joe Biden's win and vaccination news were a shot in the arm for investors around the world. Simon Letch
When last week's Smart Investor Weekend went to print, Joe Biden had not yet been named President-elect of the United States.
By Monday, markets were ready to celebrate what Hamish Douglass of $100 billion fund manager Magellan had described as a "nirvana" outcome for investors: a Democrat in the White House and brake on power in the form of a Republican-controlled Senate.
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