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US Election: Global CIO Update

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US GDP rebounds in the third quarter. Bank of Canada to target long-term yields. Eurozone growth surprises to the upside but ECB wary of downside risks. UK housing demand jumps. Manufacturing improves in Japan. Australia’s core inflation remains muted.

October 30, 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.

September 10, 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.

October 6, 2020


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