Investment & Market Strategy
iCapital Market Pulse: Beyond the Election
The U.S. presidential election has taken place, the Fed continues to cut rates and the S&P 500 has surpassed 6,000. Although uncertainty remains, the markets are cheering the prospect of no tax hikes and perhaps even tax cuts in 2025 and 2026. We believe it is not too late to position for the policies likely to be determinants of investment strategy over the next two and potentially four years.