The quadrennial U.S. presidential election is arguably the world’s most important political event, with major implications for global peace, security and prosperity.

As citizens, many of us will approach November 2016 more or less enthusiastically, with firm beliefs about which candidate best suits our personal interests, beliefs and principles. And as investors, we will also be trying to evaluate how possible electoral outcomes may affect different elements of our portfolios.

We’ve taken a number of steps to try to make sense of the election for investors, including:

  • Correct common misperceptions about presidential politics
  • Offer a number of predictions
  • Examine truths about the impact political parties have on the financial markets
  • Analyze areas that will be directly influenced by the election’s outcome

Experience has taught us it’s probably best if we keep our voting and investing decisions separate. But from an investor’s perspective, there is probably one key fact to bear in mind about this election:

Well-positioned, well-run companies will create investment value regardless of who sits in the White House.

For more election insights, read the illustrative Election 2016 whitepaper and follow @OppFunds.