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

A Blue Wave or a Blue Swell?

Jan 6, 2021

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.

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

Jan 6, 2021

Considering the ramifications of a potentially seismic political result.

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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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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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Looking past election volatility

Oct 1, 2020

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

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