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
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
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
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
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
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
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
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
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
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
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
#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
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
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
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
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
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
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
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
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
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,
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
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
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
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 …
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.
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
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
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
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
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
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
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 …
