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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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Municipal and corporate bonds rallied on strong demand despite heavy supply, while emerging markets lagged.
With Q4 corporate earnings season getting ready to kick off, we see reasons to be optimistic about stock prices.
We invite you to learn more about our “Five themes for 2026,” in our latest GIC outlook.
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