U.S. Election & Stock Market
During U.S. presidential elections, financial markets often experience increased volatility. Key trends include:
1. Market Uncertainty: Investors may react to the uncertainty surrounding potential policy changes, leading to fluctuations in stock prices.
2. Sector Performance: Certain sectors may perform better depending on the candidates’ platforms. For example, healthcare and energy stocks might rea...

US equities historically tend to be relatively stronger with a Republican Presidential win – they are seen as more pro-growth.
Beyond who takes the White House, fundamentals are still critical in driving the longer-term direction of US markets.
Factors like productivity, labour costs, corporate profits, US household strength, and the fiscal position, will have a strong bearing on markets.
Our view is that both parties are keen on keeping the fiscal deficit restraint, not wanting it to ‘blow-out’...