Remember, remember the fifth of November... in 2025

Market fears over US election performance is nothing new

Fahad Kamal of Kleinwort Hambros

Fahad Kamal of Kleinwort Hambros

The upcoming American pageant will be nothing, if not bombastic. Incendiary personal attacks combine with social media for a tragicomic spectacle. The discord may well cause market volatility, and increase the impulse to act on searing, scarlet-lettered headlines.

Nonetheless, this election too shall pass. In 2016, markets were agitated by the apocalyptic implications of a Donald Trump victory. Four years later and fickle investors now dread the opposite. Trump - while certainly unconventional - is pro-business, with 2017 tax cuts becoming his signature presidential achievement. Most investors looking to adjust portfolios ahead of US election - survey The logic goes that under a Joe Biden presidency, taxes will rise, upending global risk assets with increased regulation. Trump's recent musings also indicate a premeditated refusal to conce...

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