Shannon Saccocia

Featured in: Favicon

cnbc.com

nbcboston.com Favicon

trustnet.com Favicon

livewiremarkets.com Favicon

pwmnet.com Favicon

advisoranalyst.com

Articles

Fiscal to the Fore

Dec 8, 2024 | nb.com | Shannon Saccocia

How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead. Industrial policy and its fiscal implications loom large in our Solving for 2025 investment themes, published last week. Four of the five themes assume it will become a more important part of the economic landscape, as monetary policy takes a back seat. But last week also brought home just how disruptive fiscal debates can be in these fractious times.
All eyes on Darwinism, dollars and defence after Trump victory

Nov 13, 2024 | pwmnet.com | Beat Wittmann |Ali Al-Enazi |Nigel Green |Shannon Saccocia

The new measure of success for politicians as well as investors is market performance, but asset prices do not favour long-term extreme policies. The US elections have shown the way forward. Donald Trump has won a clear mandate based on radical nationalism, deportation of immigrants and putting the US economy first. The new president is straightforward about his resolve to rule at will, disregarding conventions, contracts and institutions.
Post-Election Vibes, New Year Realities

Nov 10, 2024 | nb.com | Shannon Saccocia

The rush into risk assets could last through the end of the year, but thereafter the outlook becomes more complicated. After faltering on the eve of last week’s U.S. election, the “Trump trades” came roaring back as the scale of Donald Trump’s victory became clear. Equity markets rose, particularly small caps, Japan, energy and financial stocks. Bitcoin surged. So did the dollar. By contrast, U.S. Treasuries slumped.
Trump trade returns as markets welcome ‘Santa with an orange tan’

Nov 7, 2024 | pwmnet.com | Ali Al-Enazi |Nigel Green |Justin Onuekwusi |Shannon Saccocia

Trump’s landslide win will give him the opportunity to implement his policies, which could lead to return to a pick-up in inflation and provide a small boost to growth. Donald Trump’s unexpected emphatic US presidential election victory has jolted markets into action, fuelling immediate optimism, while raising questions about long-term economic and geopolitical implications of his return to the White House.
Fund Selection — November 2024 - Professional Wealth Management

Nov 7, 2024 | pwmnet.com | Justin Onuekwusi |Shannon Saccocia |Elisa Trovato |Sammy Suzuki

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy. Note: these selections were made before the outcome of the US election was known. Benjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“Inflation is close to the central bank’s target, and the job market is normalizing without collapsing.
Trump’s dangerous gamble on tariffs

Nov 5, 2024 | pwmnet.com | Nigel Green |Justin Onuekwusi |Shannon Saccocia |Elliot Smither

While Donald Trump’s proposed sweeping tariffs may appeal to nationalist sentiments, they could significantly hit the global economy. As Donald Trump’s odds of returning to the White House appear to be shortening according to some of the latest polling, so too does his commitment to economic policies that have previously rattled global markets.
Trump, Harris and the US election’s impact on key asset classes

Nov 4, 2024 | pwmnet.com | Justin Onuekwusi |Shannon Saccocia |Elisa Trovato |Ali Al-Enazi

Despite the noise around the presidential election, it’s crucial for investors to avoid making decisions or predictions based on rhetoric, and instead stay focused on their long-term goals. Half of the world’s population has been heading to the polls during 2024, which is shaping up to be the most consequential election year in history. The US election is arguably the most significant of all, with investors globally on tenterhooks awaiting the outcome.
US market takes bizarre turn as election approaches

Oct 31, 2024 | pwmnet.com | Shannon Saccocia |Elisa Trovato |Ali Al-Enazi |Elliot Smither

Many investors claim they are anticipating a soft landing for the US economy, but market swings suggest they are seizing on any excuse to position against that thesis. There is decisive and growing consensus favouring a US economic soft landing. Or rather, that’s the impression left by analysts in sell-side and buy-side notes.
Investors ponder how race for White House will impact markets

Oct 29, 2024 | pwmnet.com | Elisa Trovato |Ali Al-Enazi |Shannon Saccocia |Norman Villamin

In a US election that is too close to call, investors are weighing up what both candidates’ administrations may mean for portfolios. With Donald Trump overtaking Kamala Harris as the candidate Americans trust most with the economy, according to a recent FT poll, investors are increasingly adjusting portfolios in anticipation of significant market shifts driven by the prospect of the former president reclaiming the White House in November’s election.
What Is the Opposite of Confirmation Bias?

Oct 13, 2024 | nb.com | Shannon Saccocia

Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis. There is a decisive and growing consensus in favor of a U.S. economic soft landing. Or rather, that’s the impression left by most comments in the financial press, or in sell-side and buy-side notes.