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.
Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.Read More
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.Read More
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.Read More
Long-term market factors may prove to be more important for investors than short-term election uncertainty.Read More
After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.Read More