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

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.

Equity Markets Price In Uncontested Election
Coronavirus Elections Volatility

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?

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?

Options Prices Spike on Election Uncertainty
Elections Volatility

Options Prices Spike on Election Uncertainty

The options market is signaling a tight U.S. presidential race, with volatility likely to increase around Election Day.

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.

Emerging Markets Caught in Trade Winds
Elections Emerging Markets

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

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.