The industry on the U.S. election
What does the outcome of the U.S. election mean for markets?
Explore the latest views from global asset managers on what Donald Trump's win of the U.S. presidential race may mean for economies, markets and portfolios going forward.
Podcast: Trump 2.0 – U.S. Election Market Impacts (Wellington Management)
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss what a new Trump administration means for markets.
Resilient Investing amid Geopolitical Uncertainty Part II (PGIM)
Despite the unpredictability of the current environment, nimble investors can assemble portfolios with the ability to be more resilient against volatility.
Trump’s Election Win: Reaction across Markets (Northern Trust Asset Management)
Republican policies may impact taxes, business regulation, economic growth, inflation and government debt levels, potentially impacting stock and bond returns.
The Market Implications Carried by the GOP Wave (PGIM Fixed Income)
Looking ahead, this is a good news, bad news story. Read to find out more where allocators should be bullish and where they should be more cautious.
Trump, GOP Appear Headed for Sweep in U.S. Election (MFS)
For compliance reasons, this paper is only accessible in certain geographies
Trump is the first president elected to non-consecutive terms since 1892. Will this political victory have severe consequences for financial markets?
Portfolio Construction Implications of the 2024 Election (Nuveen)
During the closing weeks of election season, markets began pricing in a greater-than-even probability of a Donald Trump victory over Kamala Harris.
U.S. Presidential Elections 2024 – The View from Here (BNP Paribas AM)
A quick update on what Donald Trump's win may mean for a range of asset classes and markets.
How Will the U.S. Election Impact Energy Infrastructure? (Firstlinks)
Investors must keep their exposure to federal policy top of mind when managing their investment in the U.S.’s energy transition.
