Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, give their initial take on the U.S. election results, how the stock market is reacting, and the potential impact for the economy. Like 2016, the polls were way off, but a stock market indicator during election years hinted at a much closer presidential race. The strategists also discuss which sectors of the market and economy they see performing best over the next four years, the outlook for fiscal stimulus and U.S. Treasury yields, and why they’re doubling down on balanced portfolios with a high-quality tilt.
Co-Chief Investment Strategists Emily Roland and Matt Miskin weigh in on the recent market volatility and what investors should focus on in the weeks leading up to the crucial U.S. election. The strategists also update host John Bryson on what the latest economic data is hinting about the growth trajectory during the COVID-19 pandemic. Finally, Emily and Matt share their highest-conviction ideas for the equity and fixed-income markets, the outlook for the U.S. Federal Reserve, and what credit spreads and currency markets are forecasting for the markets.
Thomas Mucha, geopolitical strategist for Wellington Management, offers an expert and timely opinion of what to look for in November, and how markets may react in various election scenarios. The veteran political and macroeconomic analyst tells host John Bryson which polls and battleground states he’s watching and how the COVID-19 pandemic may figure into the upcoming elections. Finally, Mucha provides insight into sectors that could be most affected by which party controls the White House and Congress, and why climate change and U.S.-China relations are among the top challenges he sees for the global economy and markets.