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Investment Strategy Commentary

 
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  SUMMARY
  • The U.S. Presidential election will be uncertain at least through the summer; the possibility of “Brexit” adds to the global political concerns.
  • Election year returns are driven by plenty of factors beyond politics, including growth and monetary policy considerations.
  • The slow-and-steady growth environment should remain largely unaffected by political volatility – we maintain a modest overweight to risk assets.
Keywords:
US economy, Brexit, Investment strategy commentary, elections, Jim McDonald
Election Complexion: The Rise of Populist Politics
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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.