Thoughts on the Market

Less Impact Than You Might Think

Jul 10, 2024
Global Head of Fixed Income & Chief Global Cross Asset Strategist discuss minimal market impact of US, French, & Indian elections. Elections historically don't significantly affect stock returns. Analysis shows little difference in returns based on Democrat or Republican president. Positive outlook for European equities post-French election. Optimistic about Indian equities due to structural reforms & earnings growth. Caution towards euro amidst stronger dollar trend.
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