What could potential U.S. policy changes mean for your portfolio?
The U.S. election results have introduced uncertainty around tariffs, immigration, fiscal policy, and deregulation. This chart illustrates our views on how potential policy changes in these four areas could impact key asset classes.
WEBINAR REPLAY
U.S. Election
Implications and opportunities for investors
In the aftermath of the U.S. elections, what watchpoints should investors pay attention to? What opportunities may arise? How do you separate meaningful investment insight from the noise of the 24-hour news cycle?
From our recent webinar, watch Chief Investment Strategist, Paul Eitelman, CFA, and Head of Multi-Asset, Rob Balkema, CFA, intersect macro moves with portfolio implications.
Read the latest from our experts on 2025 policy changes