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Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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Latest Insights

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The Unstoppables

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.

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