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B. G., Opalesque Geneva:
With a month to go until the 2024 presidential election in the U.S., what might investors do to protect their portfolio against potential volatility?
"It's really important that everyone remembers that there is a lot of noise, there's a lot of volatility around elections," Seema Shah, chief global strategist at Principal Asset Management, told CNBC. "Really what fundamentally drives markets is going to be what's going on with earnings growth, what is going on with inflation and what the Fed is going to do."
Some experts believe that small-cap stocks could benefit from a second Trump administration and that the renewable energy sector would benefit under a Harris presidency.
Analysts from T. RowePrice acknowledge the correlations between the results of the elections and stock market performance, but investors should still ignore near term political outcomes. And a manager at Goldman Sachs warns against simply putting on broad-market hedges.
Investment decisions should be based on long term fundamentals
In a recent white paper, How do U.S. elections affect stock market performance?, Thomas Poullaouec, head...................... To view our full article Click here
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