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Investment Strategy Commentary

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  • The checks and balances of the U.S. government will make extreme policy changes unlikely.
  • We believe energy companies will benefit from a Trump presidency, while managed care and hospital companies will do better under a Clinton presidency.
  • Changes on taxing and spending only occur with the blessing of Congress, making unlikely significant increases in infrastructure spending supported by both candidates.
Election, Donald Trump, Hillary Clinton, Politics, U.S. President, Jim McDonald, Daniel Phillips, Christopher Shipley, Northern Trust Asset Management, fixed income, equity, Investment strategy commentary, U.S. election, industries
Election 2016: Too Close to Call

The opinions expressed herein are those of the author and do not necessarily represent the views of The Northern Trust Company. The Northern Trust Company does not warrant the accuracy or completeness of information contained herein, such information is subject to change and is not intended to influence your investment decisions.