Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
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The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.
May 10, 2022
Portfolio Focus