The US election will determine the US policy framework for the next four years, Asset Managers share their view on the current state of the elections.
Robeco foresees a protracted period of negative real interest rates, meaning their impact on the relationship between economic fundamentals and asset price performance.
Western Asset Management’s Andreas Billmeier discussed the global impact the national US elections can have, and the differing outcomes based on a democratic versus republican win.
ESG assets to reach between EUR 5.5 trillion and EUR 7.6 trillion by 2025, they will make up between 41% and 57% of total mutual fund assets in Europe.
The recovery will not be completely immune to the upcoming presidential elections – and it’s interesting to note that some investors are as worried about the period after the election as the day itself.
The knowledge one can gather from an industry network built along years of professional experience is very valuable to find the best investment opportunities.