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Post-Election Insights: Market Impacts
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2024 Elections
Insights and Impacts
Explore analysis and insights by seasoned financial professionals on how elections around the globe in 2024 will impact markets. We’ve compiled some of our most meaningful observations to help you navigate volatility and understand investment opportunities.
Insights
Article | December 2024
Navigating the Health Care Industry in Trump’s Second Term
- Significant policy proposals could be in store, along with a more business-friendly approach.
Article | December 2024
Emerging Markets Debt Under Trump 2.0
- EMD has been more resilient after November’s election than it was after the 2016 result—so, what has changed, and will this resilience last?
Article | November 2024
Key Implications of Trump 2.0 for Private Equity
- While the policies and implications of Trump 2.0 are difficult to predict, we remain optimistic about private equity’s ability to navigate change in a dynamic environment and potentially deliver attractive risk-adjusted returns.
CIO Weekly Perspectives | November 2024
Post-Election Vibes, New Year Realities
- The rush into risk assets could last through the end of the year, but thereafter the outlook becomes more complicated.
NB Blog | November 2024
Assessing Trump 2.0
- What does the U.S. election mean for growth, inflation, Fed policy and interest rates?
CIO Weekly Perspectives | November 2024
An Investor's Election Survival Guide
- Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
CIO Weekly Perspectives | October 2024
The U.S. Election, the Economy and the Markets
- Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
Article | October 2024
The 2024 Election: Navigating Potential Financial Sector Shifts
- We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
Article | September 2024
The U.S. Election and Energy: More Than Meets the Eye
- The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world?
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