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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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US election: options markets see a tightening race

Oct 30, 2020

Recent polls may lead one to believe that the presidential race is all but called in favour of Joe Biden. In this article, Ashwin Alankar, Head of Global Asset Allocation, comments on signs from options markets that the Democratic nominee’s gap over President Trump has narrowed even more than recent polling data might suggest.

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Low rates versus US election: what matters for fixed income?

Oct 23, 2020

Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.

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The end of an era: emerging markets prepare for a post-globalisation world

Oct 20, 2020

Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.

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Plotting a course through volatile bond markets | Janus Henderson Investors

Options prices spike on election uncertainty

Oct 19, 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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