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.
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A blue wave or a blue swell?
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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Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
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US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
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2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.
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Low rates versus US election: what matters for fixed income?
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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‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
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Fundamentals before politics: the outlook for stocks and bonds through the US presidential election
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”
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
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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