2020 US election

The 2020 US election is perhaps the most politically contentious spectacle of the modern era. Investors around the world are increasingly asking how this momentous event may affect geopolitical dynamics, economic policies, and capital markets. This collection offers our latest thoughts, including how investors might position for November and beyond.

Upcoming webcast
November 4, 8:30am EST

Once the election is over, what can investors expect? Please join Geopolitical Strategist Thomas Mucha, Macro Strategist Michael Medeiros, and Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson, who will share their views on the market, macro, and geopolitical implications of the election and answer questions from participants.

 

Our timely election posts on the #WellSaid blog

<span>Multi-Asset Outlook — </span>Politics, policy, and the pandemic
How will US election risk, policy support, and progress toward a COVID-19 vaccine balance out? Nanette Abuhoff Jacobson and Danny Cook offer their view on the next 6 – 12 months and consider the asset-class implications.
October 2020
Multi-Asset Outlook — Politics, policy, and the pandemic
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The US election: Is there a “blue wave” coming?
How could blue-collar distress impact the US election outcome? Macro Strategist Juhi Dhawan considers several scenarios and the potential economic and market effects.
August 2020
The US election: Is there a “blue wave” coming?
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US-China frictions: Reading between the headlines
We highlight the escalating conflict between the US and China and discuss potential investment implications.
August 2020
US-China frictions: Reading between the headlines
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Millennials coming of age: An underappreciated<br> positive for US growth
The millennial generation is coming to the fore in the US labor market, a demographic trend that has major implications for housing and other sectors, economic growth, inflation, and the upcoming US election.
July 2020
Millennials coming of age: An underappreciated
positive for US growth
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Global health care: Pressing questions
Amid today's uncertainty, learn why we believe health care continues to offer a compelling opportunity set. We share our thoughts on coronavirus, the upcoming US election, innovation, and evolving industry dynamics.
May 2020
Global health care: Pressing questions
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Five thoughts on the future of America’s health care economy
Macro Strategist Juhi Dhawan shares key insights from her ongoing research on health care spending and the economic implications of changes that may lie ahead.
December 2019
Five thoughts on the future of America’s health care economy
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