Connor, Clark & Lunn Investment Management (CC&L)’s Post

"This calendar year we would see countries with more than half the world’s population, representing nearly two-thirds of the world’s GDP and 80% of the world’s equity market value, undergo an election. None will be as consequential to the global economy and capital markets as the November showdown in the US where Presidents Biden and Trump are facing off." - read below on how CC&L Investment Management views the outlook on policy / politics and portfolio positioning

In 2024 there will be elections in countries that represent more than half the world’s population, more than 2/3rds of the world’s GDP and 80% of the world’s equity market value. Here are CC&L Investment Management’s views on how these elections might affect markets and how they are positioning portfolios.

Just some thoughts on the #indianbudget that featured in moneycontrol.com Given that the elections are around the corner, hopefully there will be be no major surprises. #indianbudget #budget2024 #indianeconomy #nifty #sensex #indianequities #valueinvesting #privateequity #venturefunding #assetmanagement https://lnkd.in/dSPg2YX4

Looking back at the past two presidential election cycles (2016 and 2020), there were a few trends: The S&P 500 drifted lower from early September to late October in both cases; then the market rallied after the election in both years.

✋ BILBoard November 2024 – Beyond the US election The race for the US Presidential election on November 5 is heating up, but business activity is essentially frozen given the uncertain outcome and the vastly different programs of the two candidates. With stability forming an integral pillar of our investment philosophy, we do not take binary bets on a specific outcome. In our eyes, this would be closer to gambling than investing. Rather, we ensure that our asset allocation is robust enough to withstand short-term volatility that could arise. After the result of the election, we will of course adapt our strategy if we believe that changes in Washington alter the economic landscape and our base case. Our full view here: https://lnkd.in/e97jBju2 #BIL #BILSuisse #EconomicUpdate #USelections

While politics may cause powerful emotions, investors should be cautious not to let them supplant their investment objectives. In this week’s Insight, Nasser Ali, Director of Investment Management, emphasizes the importance of not letting political preferences affect your investment portfolio amidst the upcoming U.S. elections. #ElectionYear #USElections #elections #StockMarket #investing

Political fireworks ahead! What does it mean for your investments? ️   Ah, politics - we've been expecting you.   With elections heating up in the US and UK, our investment experts analyse what's at stake for investors.   Read our latest insights by Matt Amis, Tom Walker, Aaron Rock & Nathan Hamilton: https://ow.ly/aJzT50R1TII   #Investing #Politics #USElection #UKElection

Recent elections in South Africa, Mexico and India have defied pundit predictions, unveiling a new political landscape with profound implications for international investors and global markets. Learn more from Franklin Templeton Institute. https://lnkd.in/gGsvhrDP.

Worried about the election and how it will impact your investments? Check out our most recent article, "Party in the USA Election Facts". #election #investments https://lnkd.in/gRMZBQqS

Recent elections in South Africa, Mexico and India have defied pundit predictions, unveiling a new political landscape with profound implications for international investors and global markets. Learn more from Franklin Templeton Institute. https://lnkd.in/ghrxjf3B.