Back to homepage

Tag "us election"

With unified Democratic control, fiscal stimulus looms large in 2021

With unified Democratic control, fiscal stimulus looms large in 2021

🕔16:28, 20.Jan 2021

With unified Democratic control, fiscal stimulus looms large in 2021   January 2021  The big thing I am focused on as we begin 2021 is: Will the cyclical rotation trade, which was the dominant market trend during the last two months

Read Full Article
We have always needed water and that is not going to change

We have always needed water and that is not going to change

🕔11:26, 19.Jan 2021

We have always needed water and that is not going to change Water: a pervasive resource and a portfolio staple The transition of many economies from a depletive to a sustainable model with better social and environmental outcomes creates a

Read Full Article
What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for Markets

🕔18:53, 15.Jan 2021

What Georgia Senate Results Could Mean for Markets Unified government puts fiscal stimulus, tax increases on table. T. Rowe Price Insights on the U.S. Election As president, Joe Biden will have a stronger hand to pursue his legislative agenda now that

Read Full Article
Elections and a vaccine: Implications for fixed income investors

Elections and a vaccine: Implications for fixed income investors

🕔14:50, 11.Dec 2020

Investment Insights   The US election results and the announcement of a potential COVID-19 vaccine from Pfizer have been pivotal events in markets, initially providing a substantial boost to risk assets. Mixed economic data and a rapidly rising rate of coronavirus

Read Full Article
U.S. Election Results Appear Market-Friendly

U.S. Election Results Appear Market-Friendly

🕔09:20, 8.Dec 2020

T. Rowe Price Insights on the U.S. Election  Although President Donald Trump has not conceded the race and has mounted legal challenges to contest key state results, the 2020 U.S. elections appear to have produced a presidential win for Democrat

Read Full Article
There’s No Place Like Housing

There’s No Place Like Housing

🕔09:41, 27.Nov 2020

Global Asset Allocation: The View from EMEA Blue Ripple? A Biden presidency, with Republicans maintaining control of the Senate, is a possible outcome of the US elections. Most polls heading into the election were predicting the possibility of a ‘Blue

Read Full Article
BNP Paribas – High Hopes for a Cyclical Recovery (Video)

BNP Paribas – High Hopes for a Cyclical Recovery (Video)

🕔13:10, 23.Nov 2020

High Hopes for a Cyclical Recovery (Video) Asset Allocation Monthly In this Asset Allocation monthly video, we discuss the implications of the US elections and the news on potentially reliable Covid vaccines on our market views and our asset allocation

Read Full Article
Fixed Income Outlook – Q4 2020

Fixed Income Outlook – Q4 2020

🕔14:43, 20.Nov 2020

Introduction: Binary outcomes In our recent CIO Autumn Outlook, we highlighted the binary nature of the key event risks heading into the final quarter, all of which still have the scope to move markets significantly. These are the US presidential

Read Full Article
The road less travelled

The road less travelled

🕔09:53, 20.Nov 2020

Fixed Income Quarterly Report – Q4 2020 A second wave of coronavirus infections is sweeping the globe, corporate defaults are on the rise and recovery rates are well below their historical average. Meanwhile, the outcome of one of the most

Read Full Article
Flash Update – Investment Views

Flash Update – Investment Views

🕔14:59, 12.Nov 2020

Global & Absolute Return Fixed Income For Professional Investors in Switzerland or Professional Investors as defined by the relevant laws  Key takeaways: ■ The outcome of the US elections has reduced hopes of a large fiscal package being passed next

Read Full Article
Biden Win Might Bring Mixed Outlook for Investors

Biden Win Might Bring Mixed Outlook for Investors

🕔08:00, 11.Nov 2020

T. Rowe Price Insights On the US Election Democrat Joe Biden’s policy proposals as the next U.S. president (pending the outcome of potential legal challenges) could have mixed implications for investors if implemented, according to T. Rowe Price investment professionals. On the

Read Full Article
Highlights of last week: US Election and a Sustainable Future

Highlights of last week: US Election and a Sustainable Future

🕔17:01, 10.Nov 2020

#45 November is filled with webinars. This week, you’ve got a lot to choose from. On Wednesday, Capital Group hosts a webinar “Are disruptors the next generation of defensive stocks?” and T. Rowe Price hosts a webinar “US Election 2020

Read Full Article
US election update: clarity, but not certainty

US election update: clarity, but not certainty

🕔13:27, 10.Nov 2020

President-elect Biden to face a divided Congress   Developments continue since the US Presidential Elections last Tuesday, but over the weekend a wide range of news agencies have declared Joe Biden to be the winner in Pennsylvania, a state carrying 20

Read Full Article
Bouts of Volatility Possible as Ballot Tally Continues

Bouts of Volatility Possible as Ballot Tally Continues

🕔09:21, 9.Nov 2020

T. Rowe Price Insights On US Elections Amid uncertainty, we are identifying opportunities for clients. Several factors have contributed to slower vote counting in the 2020 general election. In particular, the coronavirus pandemic is expected to have elevated the proportion

Read Full Article
The economy is deglobalizing, should my portfolio too?

The economy is deglobalizing, should my portfolio too?

🕔14:56, 3.Nov 2020

Global Investing Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner

Read Full Article
Back to square zero?

Back to square zero?

🕔13:07, 3.Nov 2020

Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner emerges quickly

Read Full Article
US elections: an insider’s view

US elections: an insider’s view

🕔09:47, 30.Oct 2020

Investment Insights – US elections: an insider’s view  To briefly re-cap how the US presidential election works: it is decided not by the popular vote but by the electoral college vote. The successful candidate in each state takes all the

Read Full Article
Strong S&P 500 EPS Results for the Third Quarter

Strong S&P 500 EPS Results for the Third Quarter

🕔15:09, 29.Oct 2020

Strong S&P 500 EPS Results for the Third Quarter, Probably the Best of the Year CIO | View – Americas CIO View Powerful direct fiscal assistance to small businesses and households, forbearance programs, business reopening's and warmer weather all helped

Read Full Article
Treasury yields rise amid support for risk assets

Treasury yields rise amid support for risk assets

🕔11:18, 29.Oct 2020

Weekly Fixed Income Commentary U.S. Treasury rates closed higher last week, led by longer maturities. A constructive market tone lifted rates and supported risk assets. Prospects for additional fiscal stimulus prior to the U.S. election dimmed, but rates rose nonetheless

Read Full Article
Wait-and-See Prevails

Wait-and-See Prevails

🕔13:14, 27.Oct 2020

Market Flash Markets are in wait-and-see mode. Investors are waiting to see a new stimulus plan in the US, the presidential election results, progress in finalising Brexit and positive developments in the search for a coronavirus vaccine. They are also

Read Full Article
Sector Compass US Election: Weighing the Impact on Sectors

Sector Compass US Election: Weighing the Impact on Sectors

🕔08:08, 21.Oct 2020

High dispersion of returns between sectors has continued to offer significant opportunity for investors. We believe a selective approach remains the preferred path during Q4 2020 as uncertainty mounts around the US election, COVID-19 and regional challenges such as Brexit,

Read Full Article
The trajectory of the dollar suspended at the American election

The trajectory of the dollar suspended at the American election

🕔13:22, 20.Oct 2020

The financial panic caused by Covid-19 and the halt in the global economy have been brought under control thanks to budget plans and monetary action by central banks. Having seen the dollar plummet at the height of the crisis, accelerated

Read Full Article
U.S. election through a sectoral lens

U.S. election through a sectoral lens

🕔14:57, 16.Oct 2020

Weekly commentary The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week. What will this mean for equity markets? We believe simplistic narratives about the overall market direction are best avoided

Read Full Article
What the US election means for markets … and what it doesn’t!

What the US election means for markets … and what it doesn’t!

🕔14:50, 16.Oct 2020

Markets | October 2020  While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may

Read Full Article
Van twee kanten: Verkiezingen VS

Van twee kanten: Verkiezingen VS

🕔11:36, 15.Oct 2020

Beste Caspar, Als uitwisselingsstudent in New York werd ik in 2008 door een journalist gevraagd wat ik als buitenstaander dacht over de presidentsstrijd tussen McCain en Obama. Naast het uitspreken van …

Read Full Article

T. Rowe Price – Webinar – New world, new challenges: Rethinking the investment landscape

🕔11:00, 15.Oct 2020

Webinar – New world, new challenges: Rethinking the investment landscape 2020 has been a year like no other. A global health crisis, as yet without an end in sight, that has transformed the world and is accelerating change across societies.

Read Full Article
Thinking out loud: market implications of US elections

Thinking out loud: market implications of US elections

🕔07:28, 13.Oct 2020

The political priorities and policies of the government of the world’s largest economy and superpower evidently matters for international investors. The checks and balances in the US Constitution limit the room for radical changes in policy direction and typically market

Read Full Article
A civil vice presidential debate has little impact on the race

A civil vice presidential debate has little impact on the race

🕔15:02, 12.Oct 2020

Vice President Mike Pence and Senator Kamala Harris met yesterday in their one and only Vice Presidential debate in Salt Lake City. This was the second most important milestone in the 2020 Presidential election, and early indications on the morning

Read Full Article
Markets Look for Visibility

Markets Look for Visibility

🕔13:27, 12.Oct 2020

Market Flash Joe Biden has continued to widen his poll lead since the first TV debate and the news that Donald Trump had gone down with Covid. Online sites have him at 65% vs. a mere 35% for Trump. Biden

Read Full Article

Capital Group – Webinar – Trump and the positive test – what next in the race for the White House?

🕔16:30, 7.Oct 2020

Webinar – Trump and the positive test – what next in the race for the White House? The news that US President Donald Trump has tested positive for the Coronavirus just weeks before the Presidential elections, has thrown the Presidential

Read Full Article
Plan, Don’t Predict

Plan, Don’t Predict

🕔15:07, 2.Oct 2020

Scenario Analysis: Planning Strategies for all Political Outcomes As the 2020 United States elections on November 3 approach, the enactment of new legislation and regulations are likely to depend, in large part, on whether there is a unifed or divided

Read Full Article
Monthly Must-Reads

Monthly Must-Reads

🕔13:28, 2.Oct 2020

A compilation of thought-provoking insights produced by Man Group during the month. It’s astounding what these google searches can tell us about trends. These examples represent some of the most common search terms during each period, and had an eerily

Read Full Article
Potential Winners and Losers From Biden’s Climate Plan

Potential Winners and Losers From Biden’s Climate Plan

🕔15:15, 31.Aug 2020

T. Rowe Price Insights on the U.S. Election Regulations would affect the energy sector and automotive industry Presumptive Democratic presidential nominee Joe Biden has an ambitious climate agenda, headlined by pledges to eliminate …  

Read Full Article

Search

Featured Events & Webinars

Events & Webinars

Twitter

"Recent news about the #COVID19 pandemic has been worrying, with more contagious strains of the #virus spreading internationally, rising contamination rates, and #healthcare systems ..." -> https://www.opiniopro.com/2021/01/bnp-paribas/welcome-back-ms-yellen/ by @BNPPAM_NL

Equities look set for a positive 2021, however, risks linger (Podcast ⁦@BNPPAM_COM⁩ ) - via ⁦@Opinio_Pro⁩ https://www.opiniopro.com/2021/01/bnp-paribas/equities-look-set-for-a-positive-2021/

What lies ahead for the #US #Economy? @CapitalGroup: "It really is different this time. While this is not the first #pandemic the US has faced ..." -> https://www.opiniopro.com/2021/01/capital-group/what-lies-ahead-for-the-us-economy/

Subscribe to our #newsletter to stay up-to-date on the latest #investment #research -> https://mailchi.mp/f5bb9afdbede/opiniopro

"All change, all change."- In #Credit by @CTinvest_EMEA -> https://www.opiniopro.com/2021/01/columbia-threadneedle/in-credit-all-change-all-change/

Load More...