iA CONNECTED

To say that the U.S. election landscape saw a seismic shift in July would be an understatement.

Highlights:

•  The campaign leading up to the U.S. presidential election in November changed dramatically in July.
• Even though the polls still favour Donald Trump, Democratic candidate Kamala Harris is catching up and even leads him in election betting odds.
• The financial markets will be buoyed as the race unfolds as well as by the Fed's behaviour in the coming months.

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

iagam.ca

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