Harris “debate win” may not be enough



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In this “Fireside Chat”, Gavyn Davies, Founder and Executive Chairman and Dan Wales, Director, Economic Research, discuss the following:

  • The US presidential race is tight, with polls showing narrow margins
  • Harris needs a large national vote win to offset the Electoral College bias and historical underestimation of Trump’s support
  • A Trump presidency may lead to higher budget deficits alongside higher inflation

This content is provided for informational purposes and is directed to professional clients and eligible counterparties as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investors with an equivalent status as defined by your local jurisdiction.  It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

This content is provided for informational purposes and is directed to professional clients and eligible counterparties as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investors with an equivalent status as defined by your local jurisdiction.  It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2025. All rights reserved.

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