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US Election: Global CIO Update

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The US housing surge continues. Inflation picks up in Canada. UK retail sales improve. Service activity contracts further in the eurozone. Japan avoids deflation. RBA minutes hint at rate cut.

23 October 2020 By Simona M Mocuta, Kaushik Baidya

US Election

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

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