An American flag flutters in the wind. American elections: a decisive moment for your portfolio from an investor's point of view.

US elections: a showdown for your portfolio

Facts, background and investment prospects

The US election will dominate headlines and, by extension, the interests of many investors until fall 2024. In the wake of the media showdown, the markets are already preparing for the “after.” Regardless of what the election result turns out to be, certain impacts and trends can already be predicted or identified from the candidate manifestos.

Scroll on and immerse yourself in the topic of the US elections.

Ideas for your US timing

Learn more about investment opportunities related to the topic "US elections" and how you can participate in market movements.

History will guide us

The fact is: Historical data shows that previous US elections have had a measurable impact on the financial markets. Investors who inform themselves in advance about possible effects will be better able to adapt their investment strategies accordingly.

Our experts' analysis shows: During the primaries, total returns on US equities generally move sideways. After that, the equity markets tend to recover, as illustrated by a glance at the performance of key US equity indices over the last seventy years.

Good to know – good for shares

In the past, the more business-friendly policies of Republican presidents had a more positive impact on equities as an asset class.

Get to know us – the brains behind the US investment expertise

Vontobel's clients have one thing in common: They come to us because they are looking for active investment solutions. At 28 locations worldwide – from Zurich to Frankfurt, London, New York, Dubai and Hong Kong – we serve our clients with a mission: empowering investors to build a better future. Meet our experts on the US Elections:

Vontobel employee photo of Sven Schubert

Sven Schubert, PhD

Head of Macro Research in the Team «Quantitative Investments»

Portrait of Eugenio Carnemolla

Eugenio Carnemolla, PhD

Quantitative Analyst in the Team «Quantitative Investments», Multi-Asset Hybrid

Portrait of Andrea Caldelari

Andrea Caldelari

Head of Investment Advisory & Solutions - Private Clients

Axes of contrasts – a comparison of the election campaign programs

According to our experts, which topics are most likely to be relevant for investment decisions?

Looking at the nine sectors in detail, the election campaign programs differ mainly in the areas of foreign policy, domestic policy and climate policy.2

 

Showdown: put your portfolio to the test with us

The US elections will influence the markets into November 2024 and beyond. But if you wait until voters have cast their vote at the ballot box, you could miss out on some of the performance gains seen historically. The uneven distribution of profits across individual sectors serves to worsen this risk.

We would be delighted to help you understand the forecasts and developments from an investment perspective – whether in a personal meeting or with suitable investment solutions.

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