The US presidential election

Please click the link below to view Shane Oliver's views on the implications for investors in regards to the US presidential election.

Key points raised are:

  • The 8 November US presidential election is looming as a significant event for investors.
  • The smoothest outcome for investors would be a Clinton victory but republicans continuing to control the House of Representatives.
  • But the election outcome is now close.  Some of Trump's economic policies make sense and could be positive for the US economy and shares but this would rely on Congress checking his more radical policies.
  • US election risk is consistent with our view that the next few months are likely to remain volatile for investors, even through the broad trend in shares is likely to remain up.