Oliver's Insights – Harris versus Trump - implications for investors and Australia

The key points are:

  • The US election has significant potential to impact markets. A Harris victory would mean more of the same but a Trump victory could lead to uncertainty particularly around trade.

  • Australia would be vulnerable to a rapid intensification of trade wars which is looking likely under a Trump presidency.

  • Historically, shares have performed better under Democrat than Republican presidents with the best outcome being a Democrat president & Republican House and/or Senate.

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