The Envestnet Edge, October 2016
In a 2-2-2 world, look for modest economic growth and expansion
The post-election outlook has investors questioning the state of the global economy, volatility, corporate earnings, and the direction of interest rates. This month, we forecast modest growth and expansion as we examine prospects for China and emerging markets, volatility, corporate earnings, and the future of the global economy.
At long last, the presidential election of 2016 is entering its final stages. In one form or another, this election has occupied an outsized place in American life since the middle of 2015, by far the longest and most extensive political campaign we’ve ever experienced. Much of this campaign season’s noise will have little impact on markets, the economy, interest rates, economic growth, or the fate of companies. In many respects, there is an inverse relationship between the furor of this election and its clear impacts—particularly if Hillary Clinton and the Democrats win.
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