Beyond Bulls & Bears

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
Equity

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure

The US state of Georgia held January runoff elections that determined two Democrats as their US senators, giving the Democratic Party control of the legislative and executive branches through 2022. Our Head of Equities, Stephen Dover, thinks active investment opportunities can be found in Democratic priorities including green energy and infrastructure, and also within small-cap companies.

US Election: Implications across the Pond
Fixed Income

US Election: Implications across the Pond

This November’s US presidential election pits Donald Trump against Democratic nominee Joe Biden, a longtime politician who represents a more progressive policy approach. Our Head of European Fixed Income David Zahn breaks down the implications of the US election for Europe, and why many of Biden’s policies line up more closely with European views.

Presidential Election Complicates US Market Outlook
Perspectives

Presidential Election Complicates US Market Outlook

The global market outlook is already hazy in light of the COVID-19 pandemic, and the upcoming US presidential election adds another layer of uncertainty. In this excerpt from our Midyear Global Investment Outlook, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks offer their views of today’s investment landscape, including the upcoming US elections and economic outlook.