"There is uncertainty, by definition, around the election, so that would be from a near-term perspective some concern. That is usually resolved with the election. As a result, equities over time have tended to rally post elections."
"Kostin sees opportunities in mid-cap stocks, pointing to a 'long track record' of better performance than large- and small-cap shares, lower multiples and better value."
"After lifting his S&P 500 forecast three times since publishing his original call for 2024 late last year, the strategist reiterated his most recent year-end target of 5,600, citing the near-term gyrations he expects from the race for the White House."
"Meanwhile, on Goldman Sachs' trading desk, Scott Rubner sees the S&P 500 reaching 6,000 as soon as later this year, anticipating choppy trading in the coming weeks but sees the index riding a 'FOMO year-end rally' following the election."
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