The recent U.S. election has resulted in a Republican victory, leading to significant market movements. U.S. large-cap and small-cap stocks, along with bond yields, have risen sharply. The S&P 500 quickly increased by 2.2%, building on a 1.1% gain from the previous day, with financials leading the surge.

The report underscores the importance of politics, and we dive into what the election outcome could mean for financial markets in the year to come.

The full report is available via the “Download Document” button below.