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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

A blue wave or a blue swell?

Jan 7, 2021

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

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Peach State run-off could herald a light-blue wave for US politics

Jan 6, 2021

With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.

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Making sense of the 2020 US election

Nov 6, 2020

Our panel of investment professionals discuss what the result could mean for financial markets and investors.

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2020 US election: first take

Nov 4, 2020

Why the removal of election uncertainty could support markets – regardless of the outcome.

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Knowledge Labs | Continuing Education

Equity markets price in uncontested US election

Nov 2, 2020

Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.

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