US election 2020 (11)

US stimulus negotiations: time to deliver?
Economics

US stimulus negotiations: time to deliver?

Completion of a fiscal deal in the US may be needed to keep equity markets in a festive mood.  

By Tim DraysonEmiel van den Heiligenberg

09 Dec 2020

3 min read

US election: Rage, rage against the dying of the light
Christopher Teschmacher
Investment strategy

US election: Rage, rage against the dying of the light

We see the US election edging towards a conclusion with Joe Biden in the White House and a split...
By Christopher Teschmacher
06 Nov 2020
4 min read
US election: A premium on patience
Sonja Laud
Investment strategy

US election: A premium on patience

As the race for the White House descends into a nail-biter, we outline the key takeaways for...
By Sonja Laud
04 Nov 2020
3 min read
Joe Biden, fiscal talks and the outlook for risk assets
Ben Bennett
Investment strategy

Joe Biden, fiscal talks and the outlook for risk assets

On balance, we think the macro backdrop appears supportive for risky assets over the coming three...
By Ben Bennett
12 Oct 2020
2 min read
The US election: the final stretch
Economics

The US election: the final stretch

The presidential election is just four weeks away. What should investors expect?  

By LGIM

07 Oct 2020

4 min read

The Fed’s never-lending story
Tim Drayson
Economics

The Fed’s never-lending story

The risks of the US economy stalling in the fourth quarter have risen as fiscal negotiations falt...
By Tim Drayson
15 Sep 2020
3 min read
US/China relations: have you heard about the two-thirds?
Christopher Teschmacher
Economics

US/China relations: have you heard about the two-thirds?

Antagonism with China is not a short-term feature of US politics; we believe it will influence...
By Christopher Teschmacher
25 Aug 2020
3 min read
Fiscal failure versus electoral economics
Tim Drayson
Economics

Fiscal failure versus electoral economics

Following President Trump’s executive actions, a substantial deal on US economic relief is expect...
By Tim Drayson
10 Aug 2020
3 min read