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Making Sense of the 2020 U.S. Election: Insights on the potential market impact and investment implications of the 2020 U.S. presidential race.

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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.

Options Prices Spike on Election Uncertainty
Elections Featured 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.

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

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

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
Elections Volatility

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: U.S. Stock Performance During Past Presidential Elections
Coronavirus Elections Volatility

In Charts: U.S. 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
Coronavirus Volatility

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.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.

Some New (Old) Lessons for Investors
Coronavirus Volatility

Some New (Old) Lessons for Investors

Now that stocks are back above their pre-crash record highs, we revisit some advice published in March – and find much of it remains unchanged.

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.