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

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Oct 20, 2020

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Read More

Emerging markets caught in trade winds

Oct 6, 2020

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

Read More

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

Oct 6, 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.

Read More

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

Oct 2, 2020

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Read More

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.

Read More

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Sep 30, 2020

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.

Read More

Rising political risk fuels uncertainty

Sep 30, 2020

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

Read More

In Charts: US stock performance during past presidential elections

Sep 24, 2020

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.

Read More