The investor’s guide to election years: 2024 edition
For the past four years, investors have trudged through unprecedented shocks and shifting pockets of volatility.
By Lauren Goodwin, Julia Hermann, and Michael LoGalbo
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
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
For many investors, the
most powerful election year investment strategy is simple: staying
diversified rather than chasing tactical bets.
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