Viewpoint Investment Partners’ Post

In what has been dubbed 'the year of the elections', the U.S. election is starting to heat up. The Democrats have been gaining momentum after a tactical shift with Kamala Harris stepping into the Democratic nomination, but Donald Trump is still being favoured as the front-runner in betting markets. This week we review what a Republican economic platform could mean for financial markets. A tougher stance on immigration, protectionist trade policies, and expansionary fiscal policy all have an underlying inflationary thrust, which should lead to a further steepening of the yield curve and benefit stores of value like gold and other commodities. Check out the below note and why we believe a risk-balanced, global multi-asset solution is a well suited strategy for a climate where macroeconomic uncertainty is high. #elections #USelections #Trump #Harris #macroeconomics #inflation #commodities #investment #USD #gold #trade #tariffs

The US will hold presidential elections in November where the Republican and Democratic parties will be contesting to form the government. How would this impact markets and what can investors expect during the election year? In his recent blog, Stephen Dover, Head of Franklin Templeton Institute shared his insights about the upcoming elections in the US and its implications on markets. A few highlights of the blog are as follows: Both major parties in the US offer seemingly clear policy differences. Without reforms in major mandatory programs, deficit reduction will be difficult to achieve. Falling inflation will enable the Federal Reserve Board to cut interest rates this year and next. Fixed income looks particularly attractive as interest-rate policy shifts away from a tightening bias. Many large-cap equities outside the “Magnificent Seven” are showing earnings expectations that exceed market averages. #elections #inflation #reforms #ratecut #fixedincome #equitymarkets #growmont #privatewealth

With a potential Trump win in sight, what should you do with your investments? Here are some thoughts.

There’s a whole lot more that goes into market returns in election years that just who wins the presidency. Policy, trade, and what the Federal Reserve is doing can matter more. Read on to learn more… https://bit.ly/49lvnw3

#FocusReport - US Election: Stars, Stripes and Stocks As the US election nears, US political twists and turns will have an increased impact on certain stocks and sectors, and broader markets in general. Given the rapidly changing landscape (and we still have more than three months to go!) and broad range of policy uncertainties, it’s understandable if investors feel a little confused and unsettled. It’s important to remember, however, that while elections can create short-term market volatility, during these periods of heightened political focus markets typically tend to overemphasise the importance of politics on the market’s performance over the long-term. Read the full report here: https://ow.ly/ZP0S50SIGf6

#FocusReport - US Election: Stars, Stripes and Stocks As the US election nears, US political twists and turns will have an increased impact on certain stocks and sectors, and broader markets in general. Given the rapidly changing landscape (and we still have more than three months to go!) and broad range of policy uncertainties, it’s understandable if investors feel a little confused and unsettled. It’s important to remember, however, that while elections can create short-term market volatility, during these periods of heightened political focus markets typically tend to overemphasise the importance of politics on the market’s performance over the long-term. Read the full report here: https://ow.ly/hmHU50SIGf7

As the 2024 U.S. presidential election nears, polls in key swing states show a tight race. Key issues like the federal deficit, foreign policy, healthcare, immigration, taxes, and trade are expected to shape the election outcome. Additionally, economic indicators like the S&P 500's performance from August to October and the misery index will be crucial to watch.

Macro Chart

Macro Chart

🇺🇸 Election Watch 2024 📊 This quarter’s Economic Review & Outlook takes a deep dive into what’s shaping the 2024 election cycle, from inflation fears to political surprises! As we approach election day, markets are grappling with shifting fiscal policies, tariff strategies, and potential economic impacts from both presidential candidates. History is unfolding with Vice President Kamala Harris becoming the Democratic nominee, while Donald Trump seeks a non-consecutive second term. Polls are tight, and swing states will decide it all. Let's examine how the factors at play could influence the economy in the months ahead! Read the full review at https://lnkd.in/gehCBAVn #Election2024 #Economy #Inflation #MarketUpdate