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Market GPS 2021

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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.

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.

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.

What “Equalizing” Retirement Contributions Could Mean for Investors
Elections Retirement Planning Tax

What “Equalizing” Retirement Contributions Could Mean for Investors

A deeper look into the Joe Biden tax plan with a synopsis of the plan’s proposal to equalize tax treatment for retirement plan contributions.

A 60-Second Primer on the Joe Biden Tax Plan
Elections Tax

A 60-Second Primer on the Joe Biden Tax Plan

Tax planning strategies that can be incorporated year-round – regardless of the election outcome.

Why Your Financial Plan Should Be Apolitical
Elections Retirement Planning

Why Your Financial Plan Should Be Apolitical

Financial markets will have ups and downs regardless of who wins the election this November.

Options-Implied Analysis of U.S. Presidential Election
Elections

Options-Implied Analysis of U.S. Presidential Election

After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.

Health Care Gains an Edge
Coronavirus Elections Healthcare

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?