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Market Insights / Articles
Politics ・ Asset Allocation
3 November 2020

Election investing - grow with Joe or jump with Trump

Soon we will know whether we have a new President Biden or four more years of President Trump. With that knowledge in hand, where will investment dollars travel to get the best return?

Politics
2 November 2020

It’s Election Day. How well priced is a contested result? - DAY AHEAD

The day ahead is Election Day in the US where voters will head to the polls to cast a vote for President Donald Trump or former VP Joe Biden.

Commodities ・ Politics
29 October 2020

Which US election result is best for gold?

Gold has had a rock-solid year (pun intended!). It has far outperformed nearly every asset class this year. But under which president will gold fair best?

Politics
22 October 2020

Presidential debate to set the tone - DAY AHEAD

The day ahead will see the reaction to the second and final US presidential debate as well as the release of October PMIs and Q3 earnings from British bank Barclays.

Macro ・ Politics
8 October 2020

5 wildcards that could upend the US election

Some wildcards that could swing the US election result either towards a Biden landslide or open it up to another miracle Trump turnaround.

Stocks ・ Politics
6 October 2020

Stocks snap lower after Trump ends stimulus talks - DAY AHEAD

It was very much a day of two halves thanks to a late announcement from - you guessed it - President Donald Trump.

Politics
6 October 2020

VP debate: More important for markets after Trump gets COVID

Donald Trump catching the coronavirus means the vice presidential debate takes on new importance for financial markets.

Stocks ・ Macro ・ Politics
29 September 2020

2020 US Election: Market implications of Trump & Biden policies

There is no guarantee the presidential candidates will honour pre-election promises but we can make some educated guesses on possible market impact.

20 September 2020
Stocks ・ Politics ・
20 September 2020

Trump approves TikTok deal & Superdry earnings

For the day ahead there is the reaction to President Donald Trump approving the TikTok Oracle deal, a speech from Jay Powell and earnings from Superdry.

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