The US Presidential election - Lessons for investors and forecasters

Sam Ferraro

The surprise election of Mr Donald Trump as 45th President of the United States – by a convincing majority in the electoral college – raises four questions that forecasters and investors need to confront. Why did Mr Trump win? What inferences – if any – can investors make about an global anti-establishment movement? Following on from the surprise Brexit decision, why did the polls fail to predict Mr Trump’s victory? Going forward, what does a Trump presidency look like for risk assets? In this post, Evidente offers some preliminary answers to these questions. (VIEW LINK)


Comments

Please sign in to comment on this wire.
Medium screen shot 2016 01 12 at 2.25.34 pm

James Marlay

Great article Sam, a good summation of key questions.

Join the conversation