With Republicans soon to be in control of all three governmental branches, the likelihood of significant policy change is high. As a result, the focus for investors has shifted to four key points: tax policy, deregulation, fiscal spending and trade policy. In this post-election world, we believe there is potential for upside in certain risk assets; we continue to favor U.S. centric risk while also being mindful that inflationary influences are likely to bias interest rates higher.
Paul Zemsky , CFA, Chief Investment Officer, Multi-Asset Strategies and Barbara Reinhard, CFA, Head of Asset Allocation
Voya's Multi Asset Strategies and Solutions team breaks down what investors need to know in the immediate aftermath of the 2016 Presidential Election.