The upcoming US presidential election has pivoted investor attention to not only its potential reverberations across the US economy, but also the potential consequences for the European market depending on the election's outcome.
With sectors ranging from basic materials to autos potentially in the crosshairs of policy shifts, investors should brace for a period of uncertainty, whilst also getting ahead of some clear market opportunities. We know that Europe is an important trading partner with the US, making up 55% of all US imports, but what is perhaps less well-known is how consistent the trade deficit that the US runs with Europe is. Over the last 15 years the US has run such a deficit, which reached over $218bn in 2021. T. Rowe Price opens $80.4bn US Structured Research Equity strategy to UK investors...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes