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Monthly Macro & Strategy | Trading around Trump 2.0

April 4, 2024

In this month's article, discover why is the next U.S. election so important.

Highlights:

  • The next American presidential election could have even greater repercussions than the last, due to marked divergences in fiscal and economic policies.
  • The impacts on the Canadian economy may be mixed and will largely depend on trade policy developments.
  • While it is too early to take positions, a second Trump presidency would favor the U.S. dollar and U.S. small-cap stocks, but would be negative for bonds.

 

Your Monthly Macro & Strategy is also on the iA Global Asset Management website.

 

 Your experts

 

Sébastien Mc Mahon, MA, PRM, CFA
Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager

Follow Sébastien Mc Mahon on   

 

 

 

Alex Bellefleur, MA, CFA
Senior Vice-President, Head of Research, Asset Allocation

 

 

Tuyen Tran, M.Sc., CFA
Senior Analyst, Asset Allocation and Economics

 

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"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate. 

 

Topic : Economic news

Written by iAGAM

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