How Would Impeachment Affect Our Investment Strategy?

How Would Impeachment Affect Our Investment Strategy?

Thankfully, there’s very little historic data about how markets have performed during past impeachment processes. Chief Investment Officer Jim Lowell discussed his approach to investing in the event of impeachment and whether it will boost a non-traditional candidate in 2020 in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars.

Please enjoy the excerpt above and click here for the full webinar replay to hear more.

* * * * *

Jim Lowell: We think it’s too early to make any investment decision based upon all of the headline hand-wringing relating to the impeachment process and will let it play out. We’ll watch it closely. I will certainly look for any specific impacts it may or may not have in terms of the data that we watch, the data that we can know.

Jim Lowell: As for 2020, well, you’ll hear a lot of promises and pledges on the campaign trail. We think it would be premature to make any investment decision or move based upon campaign pledges which often don’t materialize, especially given that Washington itself tends toward inertia rather than toward dramatic actions that change and append existing policies that have worked fairly well.

Jim Lowell: But all that said and done, we’re clearly cognizant of the fact that part of what’s increased uncertainty in the near term is the issue of the impeachment process. And despite the fact that we don’t have many data points on impeachment in the U.S., something obviously we can be thankful for, we know that our investment discipline over the last 25 years has weathered some extreme and unexpected events.

* * * * *

For more information about the potential impact—or lack thereof—that politics is likely to have on your investments, read our free report Focus on Market Cycles, Not Election Cycles.

Click here for a replay of Investing Through Impeachments and Trade Wars. Please contact us at (800) 492-6868 to learn more about comprehensive wealth management solutions.


* Webinar recorded after the market closed on October 30, 2019.

This material is distributed for informational purposes only. The investment ideas and opinions contained herein should not be viewed as recommendations or personal investment advice or considered an offer to buy or sell specific securities. Our statements and opinions are subject to change at any time, without notice and should be considered only as part of a diversified portfolio. Mutual funds and exchange-traded funds mentioned herein are not necessarily held in client portfolios. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.

You may request a free copy of the firm’s Form ADV Part 2A, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged.

Past performance is not an indication of future returns. We do not provide legal or tax advice, nor sell insurance products. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Always consult an attorney or tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

© 2019 Adviser Investments, LLC. All Rights Reserved.