The Evelyn Partners Investment Outlook Video: Reading the rhetoric ahead of the US election

Episode overview

The central issue for investors is how the presidential candidates, Democrat Kamala Harris and Republican Donald Trump, will approach tax and regulation.

Broadly, Harris’ policies may result in higher taxes and more regulation, a likely headwind for US (and global) stocks and a tailwind for long-dated government bonds from lower budget deficits.

Trump, meanwhile, wants tax cuts and less regulation, a boon for profits and stocks, but a bane for Treasury bond returns.

Many of the campaign proposals will also be dependent on which party gains control of Congress. We review what a “clean sweep” for either the Republicans or the Democrats could mean for investors.

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