The Robeco Report: Trump vs. Harris provides an analysis of how the U.S. presidential election may shape market trends. Key insights include:
• Trump proposes tax cuts and increased tariffs, favoring domestic businesses, while Harris seeks higher taxes on corporations and the wealthy.
• Both candidates would increase the deficit, but Trump's policies may double Harris's deficit impact.
• Energy policies diverge sharply: Trump backs fossil fuels, Harris supports green energy initiatives.
• The election result could lead to market volatility, particularly if the outcome is delayed.
For an in-depth market outlook, access the full report.