Welcome to the October edition of our newsletter. In this issue we discuss the main issues and implications for investment markets with the impending US Presidential election.
The smoothest possible outcome for investors would be a Clinton victory – which would ultimately mean more of the same, however some are finding Trump’s economic policies make sense – potentially a positive for US investors (and likely the world) as long as Congress can keep in check some of the more radical policies (particularly on trade, immigration and foreign policy).