Despite strong performances by right-leaning and Euroskeptic parties in recent #European Parliament and French #elections, we don’t expect the election results will significantly hinder the EU’s transition to net-zero writes Argi Sampedro in the new #NBBlog. https://lnkd.in/eyrQtbKN
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How will the US election and proposed policy shifts influence economic and market outcomes? Read our Q1 Outlook for more on this and other current market issues. https://lnkd.in/gD-FUCPj #Inflation #EquityMarkets #Bonds #FixedIncome #GlobalElections
Q1 2024 Outlook: Policy and politics - CC&L Investment Management Ltd.
cclinvest.cclgroup.com
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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.
How will the US election and proposed policy shifts influence economic and market outcomes? Read our Q1 Outlook for more on this and other current market issues. https://lnkd.in/gD-FUCPj #Inflation #EquityMarkets #Bonds #FixedIncome #GlobalElections
Q1 2024 Outlook: Policy and politics - CC&L Investment Management Ltd.
cclinvest.cclgroup.com
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"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
How will the US election and proposed policy shifts influence economic and market outcomes? Read our Q1 Outlook for more on this and other current market issues. https://lnkd.in/gD-FUCPj #Inflation #EquityMarkets #Bonds #FixedIncome #GlobalElections
Q1 2024 Outlook: Policy and politics - CC&L Investment Management Ltd.
cclinvest.cclgroup.com
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Helping GTM professionals make better financial decisions, save tax and retire early | Financial Adviser | Retirement Planning
A change of government come the 4th July? How might this impact your investments? The truth is, probably not a lot... As the below shows, governments come and go, but businesses and the stock market endures. It's safe to expect some changes to tax rules and allowances, so keeping up-to-date to ensure you're maximising personal opportunity remains important. However, markets aren't worried. Focus on what you can control. Have a long-term plan and stick to it. #election #financialplanning #investing
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We discuss the risks and implications of election-year federal fiscal stimulus in our latest Policy, Politics & Portfolios report. #election #economy #infrastructure
Policy, Politics & Portfolios: What's in the economy's election-year toolkit
saf.wellsfargoadvisors.com
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We aim to create a positive dialogue with government to make life better for our members. We encourage proportionate regulation that enables growth companies to fulfil their potential, while maintaining the necessary protections for investors. Great to have Baroness Sharon Bowles on board with us! #growthcompanies #financialmarkets #regulation #government #reform #uk #election #economy
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We discuss the risks and implications of election-year federal fiscal stimulus in our latest Policy, Politics & Portfolios report. #election #economy #infrastructure
Policy, Politics & Portfolios: What's in the economy's election-year toolkit
saf.wellsfargoadvisors.com
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In this note, we look at several sectors that could be impacted by the outcome of the 2024 presidential election. Populism continues to gain strength in both political parties, so a greater emphasis on industrial policy and central planning are the likely results no matter which candidate wins. We anticipate some sectors might fare better than others depending on the outcome. Regardless of how those issues sort themselves out, we expect a big debate over tax policy in 2025-26, which could be very beneficial to the lobbying industry.
Potomac Perspective - June 24, 2024
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In this note, we look at several sectors that could be impacted by the outcome of the 2024 presidential election. Populism continues to gain strength in both political parties, so a greater emphasis on industrial policy and central planning are the likely results no matter which candidate wins. We anticipate some sectors might fare better than others depending on the outcome. Regardless of how those issues sort themselves out, we expect a big debate over tax policy in 2025-26, which could be very beneficial to the lobbying industry.
Potomac Perspective - June 24, 2024
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In this note, we look at several sectors that could be impacted by the outcome of the 2024 presidential election. Populism continues to gain strength in both political parties, so a greater emphasis on industrial policy and central planning are the likely results no matter which candidate wins. We anticipate some sectors might fare better than others depending on the outcome. Regardless of how those issues sort themselves out, we expect a big debate over tax policy in 2025-26, which could be very beneficial to the lobbying industry.
Potomac Perspective - June 24, 2024
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