NEPC’s Jennifer Appel provides insights on the upcoming 2024 U.S. election.

Key Themes:

  1. Long-term market dynamics and investor sentiment are driven by macroeconomic forces and monetary policy.
  2. A backdrop of elevated geopolitical risks and a deteriorating U.S. fiscal situation will be key election issues.
  3. Divided government versus single-party control of Congress is the election outcome of most relevance for investors.
  4. Election outcomes should not influence strategic asset allocations; the focus remains on core investment objectives.

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