In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces.
Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.