“Pivotal elections around the globe can have far-reaching implications for investors. Major elections include those in Mexico, France, the UK, India, Panama and beyond. In the US, the presidential race is poised to be one of the most closely watched in recent history, particularly given the dramatic events of the past several months. These include the live telecast of an assassination attempt on the Republican nominee, Donald Trump, as well as a surprisingly abrupt shift at the top of the Democratic ticket from Joe Biden to Kamala Harris. The gravity of these seismic developments have undoubtedly heightened public anticipation and scrutiny surrounding the race for the White House. The results are expected to significantly shape both domestic and international policies, with direct implications for fixed-income investors. However, it’s important to remember that the majority of voters may already feel like they know what they can expect from Trump, given his first term, and from Harris, given her role as Vice President since 2021.” Læs hele analysen her.
Morten W. Langer
