Amy Magnotta, CFA, Senior Investment Manager, Brinker Capital
On this podcast (recorded November 16, 2016), Amy reviews the potential impact of the election results on the financial markets. Here are some quick hits before you have a listen:
- Historically, an all-Republican government, as we will have in 2017, has been the best scenario for markets.
- While the policies of a Trump administration are still unknown at this point, from his positions as a candidate we expect more expansionary fiscal policy, which is bullish for stocks but more bearish for bonds.
- The biggest concern of a Trump presidency is the impact on trade as he does have the ability to impose tariffs by executive action.
Click here to listen to the full podcast.
Source: Brinker Capital. Views expressed are for informational purposes only. Holdings subject to change. Not all asset classes referenced in this material may be represented in your portfolio. Indices are unmanaged and an investor cannot invest directly in an index. All investments involve risk including loss of principal. Fixed income investments are subject to interest rate and credit risk. Foreign securities involve additional risks, including foreign currency changes, political risks, foreign taxes, and different methods of accounting and financial reporting. Brinker Capital Inc., a Registered Investment Advisor.