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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