All you need to know about the U.S. election

An event that will shape markets for a long, long time

No matter which candidate wins this November, the outcome of the U.S. presidential election will have significant and lasting implications for the global economy and financial markets. Discover what asset managers and institutions believe these impacts might look like.

Global Elections in Focus (PGIM)

The outcome of the U.S. election in November will have implications for the entire global economy and financial ecosystem.

U.S. Elections through the Eyes of a European Investor (Wellington Management)

More expansionary fiscal policy would suggest a higher equilibrium real rate and breakeven inflation, which could translate to higher yields on the 10-year Treasury.

U.S. Election Guide for the FX Market (ING)

The interplay of the domestic, foreign and trade policy channels of the next U.S. administration will be key. Here is what allocators need to know.

U.S. Election Debate Generates More Political than Policy Buzz (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

As their comments suggest, both democrats and republicans take a hawkish stance on China but diverge on how they would approach allies and on issues such as climate change.

Harris and Trump on the Issues (RBC WM)

Regardless of who is elected president in 2024, the congressional election results will play an important role in determining tax and other fiscal policies.

What the U.S. Election Could Mean for Markets (HFMC Wealth)

Since late July, Harris has overturned Trump’s lead in the polls, notably in several key swing states. What will the election's outcome be?

Sector Effect during U.S. Presidential Election Years (S&P Dow Jones Indices)

History suggests that sectors have a greater potential to over- and underperform during U.S. presidential election years. Is this year any different?

Managing Potential Volatility around Presidential Election Events (CME Group)

It does not and should not matter who one wants to win the election, what matters is what the market is pricing in relative to the outcomes that materialize.

How the Fed and U.S. Elections Will Impact Emerging Markets (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

If former President Trump is elected in November, the impact on emerging markets will likely be different compared to his first election in 2016.

Federal Elections Have Little Immediate Impact on RE Investment Activity (CBRE)

Presidential elections have no material impact on commercial real estate investment activity or values in the months immediately before or after they take place.

2024 U.S. Elections: A New Start (UBP)

While encouraging for the Democratic Party, former President Trump’s odds were on something of a rollercoaster ride in July. Have these odds improved?