posted on October 17, 2016 13:47
INVESTMENT IMPLICATIONS OF 2016 PRESIDENTIAL ELECTION
With the 2016 U.S. Presidential election drawing near, it’s important to consider how U.S. politics and investment portfolios may intersect. The Democratic and Republican parties’ national conventions in July and the recent presidential debates provided investors with some visibility on each candidate’s policy platform. In broad terms, the most significant policy issues relevant to investment portfolios appear to be (in no particular order): the viability of the Affordable Care Act (ACA) and Medicaid expansion, the future of the U.S. fossil fuel and renewable energy industries, infrastructure spending and defense spending. Republican nominee Donald Trump and Democratic nominee Hillary Clinton have espoused policy plans with varying degrees of detail on these issues.