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While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.
Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.
Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.
The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors...
