US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
In so many nations around the world, you're seeing a populist anti-elitist movement.
The debate was a great opportunity for Harris to shine, but she'll need to keep that up to defeat Trump.
Next year is going to be a big year for US tax policy because there’s so many tax revisions that are expiring.
The US presidential race between Vice President Kamala Harris and former President Donald Trump is entering its final weeks. The result may have a distinct impact on select sectors and industries, as well as regions, currencies, and commodities. However, some of those market impacts may be counterintuitive.
In our new investor’s guide to the election, we identify the big issues driving this election, assess the primary differences between each candidate’s policy platform, and highlight the potential implications for the financial markets.
Download the guide to learn more about the implications of the candidates’ policy platforms in these key areas:
Kristina Hooper, our Chief Global Market Strategist and Andy Blocker, our Global Head of Public Policy, believe that the impact of who wins the White House is often overstated, and the key is to stay invested in the market. In this guide, we summarise each candidate’s proposed policy platforms from the report and highlight some ETF opportunities that could benefit under each outcome. For simplicity's sake, we assume a full party sweep for these potential implications.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Data as at 2nd October 2024.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
The views and opinions shared by guest speakers in the webinar are their own and do not represent Invesco.
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