Summer webinar: Has election fever positively impacted our client investment portfolios?

This article was originally published by Canaccord.

Our client’s often ask questions on how elections will affect financial markets and therefore their portfolio. And as 2024 is a huge year for voters, these questions are ever more relevant. Politics – at home and abroad – can create a lot of noise, which is often difficult to make sense of. We hope our outlook helps to dial down that noise as we offer our reflections on recent geopolitical shifts and suggests we ‘focus on the fundamentals’.

2024 is generally moving in a positive direction for investors. Minor improvements in Asian and European markets are welcome, as is the recent broadening of the US market and the disinflationary situation in the UK and internationally. We remain ‘cautiously optimistic’ as we move past the summer and into the latter half of the year.

In our latest webinar Richard Champion and Tom Becket, Co-Chief Investment Officers at Canaccord gave their thoughts on some of the key topics in our outlook and raised by our clients including:

• Will the new Labour government raise taxes anytime soon?
• Will any of their reforms upset the AIM (Alternative Investment Market)?
• Would a Trump 2.0 presidency be bad for equities and fixed income?
• The positive view regarding corporate earnings and future growth

You may also be interested in:

• Polls to portfolios: Labour’s landslide and UK investment markets 
• Beyond 60/40: rethinking portfolio construction
• Investing in equities and bonds

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.

The information contained herein is based on materials and sources deemed to be reliable; however, Adam & Company makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Canaccord is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Adam & Company is under no obligation to update the information.