Research Hub
OCTOBER 27, 2024
Navigating Post-Election Strategies
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LinkedinWith the upcoming US presidential election just weeks away, markets are watching closely as candidates propose significantly different economic policies. Goldman Sachs’ latest report assesses how the potential changes could shape regulations and their likely effects on the economy and markets. While the market impact may be moderate if extreme policy shifts are avoided, holding some protective positions around the election could be prudent.
Key Points:
- Tax policies: A Republican victory may lead to tax cuts, while a Democratic win could mean higher corporate taxes.
- Trade outlook: Trade tensions, particularly with China, could intensify under Trump, potentially affecting inflation and global growth.
- Market impact: With potential policy changes on the horizon, Goldman Sachs suggests a cautious approach as the election may drive volatility, especially in manufacturing and tech sectors.
Our Vantage Point
At Vantage Capital, we are closely monitoring these proposed changes. We recognize that the path forward may bring heightened volatility, particularly in sectors directly affected by tariffs and tax policies. As the election approaches, maintaining a diversified portfolio and cautiously navigating through potential changes in tax and trade policy could help mitigate risks while capturing possible opportunities.
If you’d like more information on how we invest with our clients in the current environment or if you want to discuss your investment strategy, we’d love to hear from you.
