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Umfragen deuten darauf hin, dass die allgemeine Stimmung in den USA düster ist und die Wähler Trump in vielen wichtigen Wahlfragen missbilligen, so RealClearPolitics. Die Stimmung in den Medien deutet darauf hin, dass Trump sowohl im gesamten Land als auch in den wichtigen Swing-States gegenüber Biden an Boden verliert.
Es gibt einige Anzeichen dafür, dass Sektoren (insbesondere der Technologiesektor) um den Wahltermin sensibler reagieren als Cap-Faktoren und Smart Beta.
Die Anleger scheinen ihre Portfolios vor den Wahlen vorsichtig zu positionieren und sich erst danach langsam wieder an Aktien zu wagen.
Bei den Wahlen dürfte eher die Makrodynamik als die aktuelle Wirtschaftslage von Bedeutung sein, und Trump liegt bei den Schlüsselindikatoren derzeit hinter den früheren Wiederwahlsiegern zurück.
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