United Kingdom, Intermediaries

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.

Webcast replay
Exhale and look ahead: What the US election results mean

With votes still being counted, what can investors expect? Join Geopolitical Strategist Thomas Mucha, Macro Strategist Michael Medeiros, and Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson, who share their views on the market, macro and geopolitical implications of the election and answer questions from participants.

 

additional election content

Waiting to exhale: election suspense and uncertainty
Macro Strategist Michael Medeiros, Global Investment Strategist Nanette Abuhoff Jacobson and Geopolitical Strategist Thomas Mucha share their latest thoughts on one of the most pivotal, hotly contested elections in US history.
November 2020
Waiting to exhale: election suspense and uncertainty
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<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 labour 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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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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