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Manage your portfolio effectively in and out of election cycles

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Daily analysis and insights to help you navigate the election and its aftermath

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  • Germany’s DAX Index: Challenging the U.S. dominance in global portfolios

    Equities

    Germany’s DAX Index: Challenging the U.S. dominance in global portfolios

    Charu Chanana

    Chief Investment Strategist

  • The “One Big, Beautiful Bill” is here: Who wins and who loses?

    Equities

    The “One Big, Beautiful Bill” is here: Who wins and who loses?

    Charu Chanana

    Chief Investment Strategist

  • FOMO vs. Fundamentals: Retail buys the dip, institutional investors stay cautious

    Macro

    FOMO vs. Fundamentals: Retail buys the dip, institutional investors stay cautious

    Charu Chanana

    Chief Investment Strategist

  • Trump’s Middle East dealmaking blitz: What does it mean for investors?

    Equities

    Trump’s Middle East dealmaking blitz: What does it mean for investors?

    Charu Chanana

    Chief Investment Strategist

  • Has the tariff pain peaked?

    Macro

    Has the tariff pain peaked?

    Charu Chanana

    Chief Investment Strategist

  • Future-proofing portfolios: A playbook for tariff and recession risks

    Equities

    Future-proofing portfolios: A playbook for tariff and recession risks

    Charu Chanana

    Chief Investment Strategist

  • Trump’s tariff reprieve for consumer electronics: What it means for tech investors

    Equities

    Trump’s tariff reprieve for consumer electronics: What it means for tech investors

    Charu Chanana

    Chief Investment Strategist

  • Market uncertainty: Crisis or opportunity?

    Equities

    Market uncertainty: Crisis or opportunity?

    Charu Chanana

    Chief Investment Strategist

  • Trump tariffs have caught markets unprepared. What now?

    Macro

    Trump tariffs have caught markets unprepared. What now?

    John J. Hardy

    Global Head of Macro Strategy

    Trump has shocked the world by delivering on what he promised. The market fallout will be swift and ...
  • US Election aftermath: Why market enthusiasm for Trump has stumbled.

    US Election 2024

    US Election aftermath: Why market enthusiasm for Trump has stumbled.

    John J. Hardy

    Global Head of Macro Strategy

    The initial celebration of Trump 2.0 suddenly reversed course late last week. We look at why and ask...

More about US elections and the markets

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  • Managing volatility around the US election

    US Election

    Managing volatility around the US election

    Koen Hoorelbeke

    Investment and Options Strategist

  • Is your portfolio ready for the US election?

    US Election

    Is your portfolio ready for the US election?

    Saxo

    This year’s US presidential election could market a dramatic shift in US policy, especially if the P...
  • 2024 US election: the Senate elections will prove decisive for presidential power

    US Election

    2024 US election: the Senate elections will prove decisive for presidential power

    John J. Hardy

    Global Head of Macro Strategy

    A US president needs both houses of the Congress on his or her side to exercise real power outside o...
  • Navigating US election scenarios: An investors guide and stock shortlists

    US Election

    Navigating US election scenarios: An investors guide and stock shortlists

    Peter Garnry

    Chief Investment Strategist

    Investors should note that the US presidential election and Congressional elections on Tuesday, Nove...
  • How Harris or Trump wins in the 2024 Election

    US Election

    How Harris or Trump wins in the 2024 Election

    John J. Hardy

    Global Head of Macro Strategy

    This piece explains the archaic US Electoral College system and how the winner of the US Presidentia...
  • How US elections have shaped market performance in modern history

    US Election

    How US elections have shaped market performance in modern history

    Peter Garnry

    Chief Investment Strategist

  • Market Impact of Democratic vs. Republican Wins

    US Election

    Market Impact of Democratic vs. Republican Wins

    Althea Spinozzi

    Head of Fixed Income Strategy

  • Trump vs Biden: How either presidency will affect US sectors

    US Election

    Trump vs Biden: How either presidency will affect US sectors

    Peter Garnry

    Chief Investment Strategist

  • How the US election may impact your portfolio

    US Election

    How the US election may impact your portfolio

    Saxo

  • The Road to the White House A US 2024 Election Timeline

    US Election

    The Road to the White House A US 2024 Election Timeline

    Saxo

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