Boston Common AM’s Post

In light of the upcoming U.S. elections, we have gathered insights from ABN AMRO Investment Solutions and our U.S.-based Delegates - Aristotle, Boston Common AM, Boston Trust Walden Company and Parnassus Investments - to provide a comprehensive analysis of potential outcomes, possible scenarios and the subsequent implications of the presidential elections. You can read the full report here: https://lnkd.in/dFJQcMNf

When studying the impact elections have had on markets, the results are clear — stay invested and stick to your long-term investment goals. Statistically speaking, returns of the S&P 500 index in election years and non-election years are essentially the same. As a result, we commonly recommend our clients take no action in their portfolios solely based on election concerns. Higher volatility during election years should not be feared. Read the full Q2 2024 Market Point publication for more insights: https://lnkd.in/g3raxyKj

Do you need help unpicking the uncertainty around the South African elections and coalition formation after, from a well-connected local partner on the ground? Do reach out to discuss our subscription products and how we can help you through this period. With under six weeks to go until the elections, Krutham is supporting asset managers and hedge funds globally, banks, corporate c-suites and others who need to navigate the thicket of uncertainty surrounding the election with our political economy subscription package. New clients are signing up as the stakes around the election increase. Our service includes real-time, intraday analysis and insights, larger deep dive publications, meetings and access to our team for ongoing Q&A and support in the run-up to the election results and then after through coalition formation - with deep primary insights. #elections #southafrica

2024 is a pivotal year, with elections unfolding in nearly 60 countries, impacting around half of the world’s population. Curious about how these elections can influence investment markets and your financial outlook? Check out our latest bulletin where we unpack the often complicated relationship between democracy and market movements, featuring insights on major countries: https://buff.ly/3zgmkjv

With the 2024 U.S.  presidential elections featured prominently in the news cycle, many M&A buyers and sellers are considering potential impacts on their plans. A recent Harris Williams analysis shows that if history is any guide, such concerns are likely unwarranted. This latest article discusses the implications of our analysis for the U.S. M&A market: https://lnkd.in/eigAKXJT

🗳️ Elections and Investments 📉 With elections, market chatter heats up, but according to Vanguard, the long-term impact on investments is often minimal. While markets may react in the short term, history shows no clear pattern linking presidential terms to investment returns. The takeaway? Keep a steady approach, focusing on your long-term goals over election cycles. Check out Vanguard's full analysis for more insights: (https://lnkd.in/gA4YQAyV). #Investing #FinancialPlanning #Elections #LongTermInvesting

Do sign up to join us for the below discussion on the corporate impact of global #elections this year.

Yesterday we had the SJP Autumn Investment Conference. Great to hear from Justin Onuekwusi, CFA Hetal Mehta and their team on how they are navigating market research post UK Elections, UK Autumn Budget 2024 and the recent US Elections. The SJP investment team is at the forefront of innovation and strategic thinking to deliver successful outcomes for our clients! Great time to be on-board! #WealthManagement #InvestmentPlanning #FinancialEmpowerment

Two scenarios open up regarding the outcome of upcoming elections, and neither is optimal for long-term U.S. economic prosperity and sustainability. Read more in our newest report by Prof. Enrico Colombatto: https://lnkd.in/dT2Wq2SJ

How could elections impact your investments? This month, the team takes a look at the upcoming elections and what they could mean for your investments. The team would be happy to answer any questions that you may have. Find out more here: https://lnkd.in/eUwHMChg BHP, Chartered Accountants Nick Brier Joy Clegg Andy Hall Andrew Myers Gary Asquith Andrea Yellops Tim Clasper Jordan Capel Max Green #financialplanning #investments