Knowledge Shared

Making Sense of the 2020 U.S. Election

Insights on the potential market impact and investment implications of the 2020 U.S. presidential race.

The 2020 U.S. presidential election comes at a historic time, with the global economy in the grips of a pandemic and markets volatile in the face of uncertainty. What should investors focus on? Our investment teams and financial experts offer their perspectives on what the lead-up to the election – and the eventual outcome – could mean for financial markets.

Latest Insights

Election Insights: Options-implied analysis of US Presidential Election

Sep 9, 2020

After the recent party conventions, the options market continues to favour a Biden victory – but does not see his chances of winning increasing.

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US election insights: healthcare gains an edge

Sep 8, 2020

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

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