Manulife Investment Management’s Post

Name: CIO Insights: U.S. election and public markets
Uploaded: 2024-11-26T16:00:29.025Z
Duration: 1 min 57 s
Channel: Manulife Investment Management
Description: Our CIO of Public Markets Colin Purdie explains why he believes now is the right time to be an active investor postelection in the U.S. He also dives into the potential impact on bond and equity markets and the exciting opportunities ahead for investors with conviction in their views. Watch more below. #CIOInsights #GlobalEconomy #Elections

Manulife Investment Management

55,717 followers

3mo

Our CIO of Public Markets Colin Purdie explains why he believes now is the right time to be an active investor postelection in the U.S. He also dives into the potential impact on bond and equity markets and the exciting opportunities ahead for investors with conviction in their views. Watch more below. #CIOInsights #GlobalEconomy #Elections

Transcript

There's a lot of angles we could take on that one. I think the first thing, I was actually in Asia at our conference in Hong Kong when the election was on, and speaking to clients there, clearly no one knew what direction the election was going to go in, but I think what has taken people by surprise was the speed with which the result came through and the clarity around the result. So that means that with a Republican administration, things are a clearer now in terms of where we go and the impact that it has had on markets and will probably have on markets going forward because their ability to enact some of the legislation and push forward some of the policies is that much more definite now. The Republican talk about taxing less, spending more. And that, from a bond market perspective, means they'll be borrowing more as well. So you saw the whole yield curve in the US raise up. And that causes a bit of issues for the Federal Reserve going forward because as we all know, they were going in the opposite direction. We've got these higher yields also being pushed through by higher inflation, which people are expecting because there's a fiscal stimulus that's likely to come through. It'll have an impact on equities. It'll probably be positive for growth. That's what the market has told us so far. But it will have that impact on inflation as well, which is part of the Federal Reserves mandate. From a very clear easing cycle, globally, there is now a bit of confusion out there. The market so far has taken it relatively well from an equity perspective, but the devil is going to be in the detail, so we have to wait and see exactly what comes through when the new administration comes in. But listen, we are paid to take risk in our industry, and this volatility, I think you've got to think of as an opportunity. So as investors, this is an exciting time for us. It's the right time to be an active investor, taking real views on the market.

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Manulife Investment Management’s Post

CIO Insights: U.S. election and public markets

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