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A Blue Wave or a Blue Swell?
Elections Interest rates

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.

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Elections

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics

Considering the ramifications of a potentially seismic political result.

Global Perspectives: Making Sense of the U.S. Election
Coronavirus Elections

Global Perspectives: Making Sense of the U.S. Election

A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.

Options Market Warms to Divided Government
Elections Volatility

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.

U.S. Election Reflections: Celebrating Gridlock
Elections

U.S. Election Reflections: Celebrating Gridlock

In a tightly contested U.S. election, where the issue of postal votes could decide the victor, what does this mean for financial markets?

2020 U.S. Election: First Take
Elections

2020 U.S. Election: First Take

Why the removal of election uncertainty could support markets – regardless of the outcome.

Options Markets See a Tightening Race
Elections Volatility

Options Markets See a Tightening Race

Always looking out for surprises, options markets are giving President Trump better odds than what are currently reflected in consensus polling data.

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

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.

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?

How Trump’s Second-Term Tax Ideas Could Impact Investors

How Trump’s Second-Term Tax Ideas Could Impact Investors

The Trump administration has proposed several tax policy ideas that have important implications on how to plan for the future.

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis
Coronavirus Elections

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election
Elections Volatility

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.