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US Election: Global CIO Update



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In just a few years, direct lending has developed from a niche strategy to a major asset class. This remarkable growth has been fueled by strong investor demand and a growing private equity industry

30 October 2020 By James D Rocha

US Election


This is Part IV of a mini-series that looks at the US Presidential Elections. Parts I, II and III assessed macroeconomic, broad asset class and equity sector implications. This month, we will publish a comprehensive and in-depth report on equity market performances relative to past elections as well as expected moves this cycle.

04 September 2020

This in-depth research paper provides an overview of current polling sentiment in the US, along with a historical look at how markets behave during election cycles. The authors also lay out the key policy areas and themes for the upcoming US presidential election, and the implications for investors. The paper concludes with potential election scenarios and implementation ideas.

10 September 2020

Resources


Trading Best Practices for Volatile Markets


An Evaluation of 80:60 Strategies in Various Global Equity Markets


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