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Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Equity markets price in uncontested election
U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.
Low Rates vs. U.S. Election: What Matters for Fixed Income?
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.
Fundamentals before politics: The outlook for stocks and bonds through the election
Long-term market factors may prove to be more important for investors than short-term election uncertainty.
Business model investing: opportunity amid crisis
U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.
Looking past election volatility
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.
Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”
A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.
Rising political risk fuels uncertainty
With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.
In Charts: US stock performance during past presidential elections
Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.
Investment themes for the economic recovery
The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.
A long-term view is the best tonic for digesting tech sector volatility
Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.