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

Plotting a course through volatile bond markets | Janus Henderson Investors

Options prices spike on election uncertainty

Oct 21, 2020

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.

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Low Rates vs. U.S. Election: What Matters for Fixed Income?

Oct 16, 2020

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

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US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Oct 6, 2020

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.

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Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election

Oct 6, 2020

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

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Looking past election volatility

Oct 1, 2020

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

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Rising Political Risk Fuels Uncertainty

Sep 28, 2020

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

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Election Insights: Options-Implied Analysis of U.S. Presidential Election

Sep 4, 2020

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

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Election Insights: Health Care Gains an Edge

Sep 2, 2020

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

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