Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
19 May 2025
Article
An investor’s guide to the US presidential election
7 October 2024
Key takeaways
Current state of politics
In so many nations around the world, you're seeing a populist anti-elitist movement.
Harris vs Trump debate
The debate was a great opportunity for Harris to shine, but she'll need to keep that up to defeat Trump.
Tax and tariffs
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:
- Trade and investment
- Immigration
- Energy
- Defense
- Health care
- Housing
- Fiscal, tax, and regulatory policies
- The Federal Reserve
Navigating US Elections with Exchange Traded Products
An ETF Implementation Guide
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.
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