• We expect the 2024 election, like its predecessors, to include both political noise and real policy change. While we await specific policy proposals, we encourage investors to stay above the noise as it does not impact economic or market outcomes.
  • Key areas of debate can make election years feel more uncertain. Top-of-mind macro issues include the future of federal debt, shifts in government spending, and new international priorities.
  • For many investors, the most powerful election year investment strategy is simple: staying diversified rather than chasing tactical bets.

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