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. To learn more about how the election results may impact markets and the economy, explore our 2020 elections page.