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The Investment Implications Of The U.S. Election – October 28, 2024

A just-published report was the latest in a series of reports this autumn on the capital markets impact of the upcoming U.S. election. The reports examined a wide range of potential policy changes depending on the election outcome.

With just over a week to go, the race for the White House remains close. Former-President Trump has pulled ahead of Vice President Harris in the betting markets and the polls show him leading in the majority of battleground states. However, his lead is thin and within the margin of error.

The report examined the potential sectoral implications of the candidates’ policies addressing issues such as housing affordability, immigration reform, trade and tariffs, and defense spending. It also provided some overarching conclusions about equity market trades linked to different election outcomes.