As the U.S. is preparing for the upcoming elections during a pandemic, our Colony Investment Leadership Team provides their most recent insights and analysis in our latest Market Perspectives.
This quarter, we examine:
- While the combined second- and third-quarter returns were the strongest for the U.S. equity markets since 2009, how might the markets react to a Trump or Biden victory in November?
- A Biden Presidency. Many experts believe that a Biden victory will be bad for the U.S. equity markets, nevertheless, his infrastructure and clean energy programs are expected to provide a boost to economic growth.
- A Trump Second Term. The Trump campaign has not put forth a thorough campaign platform, so we review his track record of policies to date and how they might impact the markets.
Please click on the link or image below to access our commentary: