“Overall, $90 trillion in global liquidity and an investable asset supply-demand imbalance supersedes the presidential election outcome in importance for long-term investors.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
This edition covers:
- Two tailwinds for investors
- A supply-demand imbalance in the availability of investable assets
- The election: Plan for four potential outcomes, but do not act yet
- The four potential outcomes of the election
- Outcome # 1 – A contested election or delayed result
- Outcome # 2 – A red wave
- Outcome # 3 – Continued gridlock
- Outcome # 4 – A blue wave
