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To keep investors informed about market shifts, the implications of policy changes and our long-term economic outlook, we have created a hub of timely and actionable insights.
With Democrats taking control of the US Senate, there would be significant changes to policy expectations. The implications of this for various asset classes include a weakening US dollar, lower margin prospects for US equity sectors with greater tax exposure and those with lesser exposure to public spending as well as potential upsides for Europe and emerging markets.
Hear timely updates from CIO, Rick Lacaille. This week, Rick shares an update on the short-term impact and potential long-term value in commodities.
With Democrats taking control of the US Senate, there would be significant changes to policy expectations. The implications of this for various asset classes include a weakening US dollar, lower margin prospects for US equity sectors with greater tax exposure and those with lesser exposure to public spending as well as potential upsides for Europe and emerging markets.
Following the US elections, we continue to monitor the post-election political landscape, especially in the context of the incumbent refusing to accept the popular verdict and the control of the US Senate still not being a foregone conclusion.
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