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UK Infrastructure Funds in 2026: Why Institutional Investors Are Increasing Allocations
cio investment club
15/09/26 -
The UK’s Answer to a Sovereign Wealth Fund: Inside the National Wealth Fund
cio investment club
22/09/26The UK has historically lacked a traditional sovereign wealth fund, but the National...
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US elections monitor: policy impact
All eyes will be on the US elections in November – but the implications for markets could be quite different depending on who wins. We analyse the policies of the two presumptive nominees and find a Donald Trump presidency could cause a bigger market reaction in the near term, assuming a divided government.
Key takeaways
- We see three main channels in which the policies of President Joe Biden and former president Donald Trump will impact markets: economic growth, inflation and demand for safe-haven assets.
- We find a Trump presidency could mean weaker international and US equities, but support for the US dollar and gold, with the implications for US Treasuries less clear.
- As Mr Biden is the incumbent, the impact on asset valuations from his second term may be more neutral, with possible support for US equities and commodities.
- Regardless of who wins, we expect a limited market impact from fiscal policy as many of the tax cuts Mr Trump pushed through in 2017 may not be renewed after they expire.
Allianz Global Investors
Tuesday 9th July 2024
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