US election 2024: implications for investors

With all eyes on the US presidential race overnight, we caught up with Lenny McLoughlin, Investment Strategist at Irish Life Investment Managers (ILIM), and Leonie MacCann, ILIM’s Head of Client Solutions.

Lenny and Leonie shared their initial thoughts on the potential policy and market implications of a second Trump presidency, and focused on four critical themes for investors to track closely following this election outcome:

• Tariffs and trade: the potential inflation impact
• Tax: implications for corporate America
• Deregulation
• Fed independence