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To keep investors informed about market shifts, the implications of policy changes and our long-term economic outlook, we have created a hub of timely and actionable insights.
Hear timely updates from CIO, Rick Lacaille. This week, Rick reflects on the performance of the capital markets system in 2020.
On 29 September 2020, SSGA’s Lori Heinel (Deputy Chief Investment Officer), Dan Farley (Global Chief Investment Officer, Investment Solutions Group), Elliot Hentov (Head of Policy Research), Kathryn Sweeney (Head of Institutional Sales, Americas) and Melissa Kahn (Head of Retirement Policy) shared their perspectives on the investment implications of the 2020 US election. Uncertainty regarding the election outcome is high, and a delayed or even a legally contested result is very likely. In this context, the investment experts outlined the potential election outcomes to help clients prepare for the medium-term investment scenarios.
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.
When faced with volatile market activity, keep in mind two key trading best practices.
Defensive equity strategies with 80:60 characteristics can meaningfully outperform their regional benchmarks
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