IPE Quest Expectations Indicator - September 2024

Net sentiment equities

Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend. In investment terms, momentum is with Harris. A Harris win is also likely to result in more Democratic party governors and legislators.

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands