Investment implications of the US election

AMP Capital
Perhaps the best that can be said of the US election is that it will soon be over. While polls had been moving in favour of a Clinton victory, the FBI's announcement that it is examining new emails in relation to her use of a private email server while Secretary of State has taken it back to being a close race. The smoothest outcome for investors from next Tuesday’s US election would be a Clinton victory but with the Republicans continuing to control the House of Representatives, ie, “more of the same”. Around the Brexit vote there was much concern a Yes vote would be a disaster for shares and the global economy. There was an initial knee jerk sell off but after a few days global markets moved on to focus on other things. The attached note provides a summary of the key issues. (VIEW LINK) (Image source: fivethirtyeight.com)
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AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.
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AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.