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.

Read More

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.

Read More

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.

Read More

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.

Read More

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?

Read More

2020 U.S. Election: First Take

Nov 4, 2020

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

Read More

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.

Read More

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.

Read More

The End of an Era: Emerging Markets Prepare for a Post-Globalization World

Oct 15, 2020

With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.

Read More