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

Making sense of the 2020 US election

Nov 6, 2020

Our panel of investment professionals discuss what the result could mean for financial markets and investors.

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2020 US election: first take

Nov 4, 2020

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

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Low rates versus US election: what matters for fixed income?

Oct 23, 2020

Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.

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The end of an era: emerging markets prepare for a post-globalisation world

Oct 20, 2020

Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.

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Emerging markets caught in trade winds

Oct 6, 2020

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

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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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US Affordable Care Act: “Reports of my death are greatly exaggerated”

Oct 1, 2020

With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.

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US election insights: healthcare gains an edge

Sep 8, 2020

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

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