US election stakes

26 Feb 2020
Christopher Granville
Managing Director, EMEA and Global Political Research
  • Investor interest in this year’s US elections seems to us to be livelier than in previous cycles – despite the track record of presidential elections barely affecting the equity market.
  • Contrasting future policies may look interesting on paper; but the base case of a still-gridlocked Congress bodes ill for policy initiatives from whoever is in the White House.
  • Why, then, pay attention to this election season? We have two surprise answers and one core answer.

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