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

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

Nov 9, 2020

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

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Options Market Warms to Divided Government

Nov 6, 2020

The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.

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U.S. Election Reflections: Celebrating Gridlock

Nov 5, 2020

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

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2020 U.S. Election: First Take

Nov 4, 2020

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

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Options Markets See a Tightening Race

Oct 29, 2020

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

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Equity Markets Price In Uncontested Election

Oct 27, 2020

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.

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

Oct 15, 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.

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Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Oct 12, 2020

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

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Options Prices Spike on Election Uncertainty

Oct 8, 2020

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

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