Our latest CIO Special report is designed to highlight the key initiatives that the new president has chosen to focus on during the first 100 days, while also providing a guide for what investors should expect as a result.

 

Topics covered include:

  • Vaccine success has multiple implications for economic recovery and investment, with USD levels also affected by relative global progress.
  • Fiscal stimulus will particularly benefit certain types of consumer discretionary spending and will also help financials, via a normalization in rates.
  • Infrastructure spending will have an important ESG (environmental, social and governance) component was well as sectoral implications.
  • Increased spending will be partially paid for by tax changes, for example on the wealthy and on global corporations. Reversal of previous tax cuts will have varying impact on different sectors.

 

To download a PDF of the full report, please click here.


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