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Investment Outlook
After the voting: economic, investment and portfolio construction implications of the 2024 election
Although some U.S. election results are still being counted, Donald Trump has successfully recaptured the presidency. Republicans have also retaken control of the Senate and are fighting to retain their narrow majority in the House of Representatives.
To help our clients think through potential policy implications, we offer post-election insights from Nuveen’s Global Investment Committee, together with insights from across our investment teams, our Government Relations group and other investor education teams.
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If neither purely traditional fixed income and cash at one extreme nor overly equity-centric approaches at the other are optimal portfolio strategies, where do we see the most compelling opportunities? Our latest outlook covers this and more.
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