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

Fundamentals before politics: the outlook for stocks and bonds through the US presidential election

Oct 9, 2020

Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.

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US Affordable Care Act: “Reports of my death are greatly exaggerated”

Oct 8, 2020

With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.

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

Oct 5, 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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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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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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