Sound & Fury: U.S. Election Analysis

An extraordinary U.S. election campaign ended on November 8, 2016, when Americans elected Donald Trump as their new President. The election’s outcome has implications for investors, the financial services industry and global markets. Mackenzie’s Chief Economist, Chief Investment Officer and investment teams analyze the possible macroeconomic and investment ramifications of the U.S. election.


U.S. Election: Power and the Portfolio

In a special edition of Mackenzie Minute, Chief Investment Officer Tony Elavia says he expects Donald Trump to govern as a capitalist and populist.


What’s Next for Taxes, Spending, and the Economy?

Key proposals of President-elect Donald Trump establish a starting point for talks with Congress, says Putnam Investments.

November 23, 2016

 

Trump Can’t Avoid Consequences of U.S. Debt

Paul Musson of the Mackenzie Ivy Team says years of debt growth and central bank price manipulation could have policy implications for Donald Trump.

November 17, 2016

The Trump Risk for Inflation and Rates

Darren McKiernan, Head of the Mackenzie Global Equity & Income Team, says Donald Trump’s victory has set a path for inflation and interest rates.

November 17, 2016

Trump Policies could Stimulate Resources

Benoit Gervais of the Mackenzie Resource Team says several parts of Donald Trump’s election platform could affect the Resources sector.

November 16, 2016

Expect a More Pragmatic Trump

Steve Locke, Head of the Mackenzie Fixed Income Team, says Donald Trump may start his term as more of a pragmatist to show that he can govern.

November 16, 2016

Trump’s Victory Elevates Volatility

Hovig Moushian, Head of the Mackenzie All Cap Value Team, says increased volatility after the U.S. election is already creating market opportunities.

November 15, 2016

What’s in the price of Trump’s victory?

Phil Taller of the Mackenzie Growth Team says investors have to deal with uncertainty and volatility until they see Donald Trump’s policy agenda.

November 15, 2016

Sector Positioning in the Trump Policy Environment

Rick Weed of the Mackenzie Systematic Strategies Team examines how Trump policy could affect certain sectors of the investment markets.

November 15, 2016

Trump’s Win Creates Global Trade Uncertainty

Dina DeGeer and David Arpin of the Mackenzie Canadian Growth Team say Donald Trump’s focus on global trade could bode ill for global economic growth.

November 11, 2016

Upside of a Regulatory Shift under Trump

Richard Wong and Jonathan Norwood of the Mackenzie Cundill Team say some sectors would benefit from an expected regulatory shift under Donald Trump.

November 10, 2016

Fundamentals will Drive Success in Trump Era

Erik Becker and Gus Zinn of Waddell & Reed Financial say investors may underestimate how companies can adapt to new economic policy conditions.

November 10, 2016

Ushering in the Reign of Trump

Irish Life Chief Economist Lenny McLoughlin examines fiscal and monetary policy considerations of a Donald Trump presidency.

November 10, 2016

Donald Trump to the Establishment: You’re Fired!

Chief Economist Todd Mattina and Chief Investment Officer Tony Elavia analyze the U.S. election results from macro and market angles.

November 9, 2016

Protecting client capital ahead of the U.S. election

Paul Musson, Head of the Mackenzie Ivy Team, explains his portfolio-management focus in the final days before Americans go to the polls.

November 4, 2016