Skip to main content
logo
  • Investment Strategies
    Overview

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions

    Capabilities & Solutions

    • ETFs
    • Sustainable investing
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Mid-Year Outlook 2025
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates
    • Guide to Investing in Asia
    • U.S. Policy Pulse Hub

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Equity
    • ETF Perspectives
    • Fixed Income
    • Sustainable Investing
    • Strategic Investment Advisory Group

    ETF Insights

    • ETF Insights overview
    • Guide to ETFs
    • ETF Perspectives
  • Resources
    Overview
    • Center for Investment Excellence Podcasts
    • Insights App
    • Library
    • Multimedia
  • About Us
    Overview
    • Spectrum: Our Investment Platform
    • Our Leadership Team
  • Contact Us
  • Role
  • Country
Search
Menu
Search
Mind the Gap

Candidate policy comparisons in a historically polarized US Election; China stimulus package

The US is about to conduct its most polarized Presidential election in 100 years. Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College. We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.

Watch the Podcast

About Eye on the Market

Since 2005, Michael has been the author of Eye On The Market, covering a wide range of topics across the Markets, investments, economics, politics, energy, municipal finance and more.

  • Economy
  • Markets
  • Investment Strategies