5 Resilient Themes Set to Thrive in Any Political Climate

Hidden Opportunities Amid Global Tensions

Author

Adam Garcia
September 12, 2024

Welcome to this month's first market insights note!

The next 2-3 months will likely be some of the most salient months in global equity markets, as US elections approach, the Federal Reserve makes key policy decisions, and geopolitical tensions potentially continue to soar in the Middle East and Europe.

While stocks exposed to themes like AI could be poised to soar in the coming years, there are also plenty of hidden pockets of value in key themes that may benefit from tariffs, geopolitical developments, and other upcoming market trends. These themes could be positioned to deliver explosive gains and trounce the S&P 500 this year.

Read more to learn about 5 exciting themes that look well-positioned to weather the storm and perform well under any US presidency.

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