Key Market Themes Amid Rising Political Uncertainty

Welcome to this month's second market insights note!

In the coming months, the US equity markets will likely face record uncertainty due to multi-pronged political risks. These events will likely not only impact economic certainty but also equity sentiment. Positioning correctly in these coming months could be make or break, due to the economic and geopolitical volatility ahead.

Equities in key themes like AI, IoT, cybersecurity, and other growth industries still appear attractively positioned and could be positioned to soar in 2025. On top of this, certain sections of the commodities and energy market appear very favorably positioned now.

Read more to learn about some of the major economic and political catalysts approaching, and which themes could be best positioned to weather the storm.

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