In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

For the period February 1 – February 29, 2024. Executive Summary The S&P 500 continues to notch new record highs in 2024, fueled by strength in the Technology sector and expectations for more accommodative monetary policy. While the Fed may not be in a rush to lower interest rates, the combination of solid earnings and a resilient labor market supports the case for further strengthening of the economy and risky assets.