We are pleased to share our election outcome commentary The US Presidential Election – A New Order, by Steven Friedman, Senior Investment Strategist and Daniel Morris, CFA, Senior Investment Strategist.

Key themes

  • The election of Donald Trump has come as a surprise as polls had been predicting a narrow victory for his opponent, Hillary Clinton.
  • Trade and immigration constitute significant areas of concern as we contemplate a Trump presidency.
  • Many sectors of the US equity market could be affected, including healthcare.
  • On the economic front, US growth remains modestly strong and we do not anticipate a recession in the near term.

To read the commentary, please click here.