Macro
April 18 2024

U.S. November 2024 Election: Implications for Investors

25 min read

William Priest, CFA, Chairman of the Board of Directors, Co-CIO and Portfolio Manager, TD Epoch;
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.