US election 2024

Donald Trump has swept to victory in the US election, with his grip on power unified by Republican control of the Senate and what looks set to be a majority in the House. What does this mean for markets? Our portfolio managers share their thoughts.

7 Nov 2024

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The year of the ballot

Elections often move markets. This year, eight of the world’s 10 most-populous nations go to the polls in the same year for the first time ever. FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha. We have produced this piece to help investors navigate this year. The year of the ballot.

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Market and portfolio insights, webinars & events curated from across our investment teams to help you steer through changing investment landscapes.

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This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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