Sector implications of the Democratic presidential candidates: A first look
Bottom-up sectoral and company-level analysis plays a critical role in the investment process of the Global Fixed Income Team at MacKay Shields. As such, we are actively tracking the policy proposals of leading Democratic presidential candidates. In this piece, Investment Insights, Sector Implications of the Democratic Presidential Candidates: A First Look, we consider the proposals of four leading candidates in the early-state primaries, focusing on the healthcare, financial and energy sectors. Many of the policy proposals of Senators Warren and Sanders represent a significant departure from the status quo. However, if either wins the presidency their ability to move forward with their agenda would be greatly constrained without control of both houses of Congress.
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