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The Unio Weekly View 24.06.2024

Welcome to the Unio Weekly View for the week beginning 24 June 2024, our summary of markets and macro news.

View our full investment brief ⬇📽

 

In a year dominated by global elections, attention shifts to the US Presidential election.

On the 27th at 21:00 ET, Presidents Joe Biden and Donald Trump will face off in their first debate in Atlanta, Georgia.

It's becoming clear that investors are looking to see a unified government (congress & executive branch) in the control of either party. Whilst polling data does not reflect guaranteed asset class performance, it does indicate the current mood of investors in relation to the potential impact of the November election. See chart below.

Chart showing the potential impact of different US election outcomes on major asset classes.

At Unio Employee Benefits, we are happy to work with our clients to help provide solutions to help bridge these potential gaps for their scheme members. Contact your client manager directly or get in touch at enquiries@unio.ie