"Third, embrace infrastructure stocks - whoever wins. Mr. Trump built his brand with construction, and were he to win in November he would be likely to unleash a national infrastructure campaign to create jobs and growth. He likes the idea of being a second Franklin Roosevelt, the man who built America's highway system.
But Mrs. Clinton may do this too. After all, Lawrence Summers, the former US Treasury secretary, recently pointed out, the beauty of infrastructure spending is that it would create middle-class jobs and growth at a time when monetary policy has reached it limits - at least, if you do not mind raising debt."
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