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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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