The US election

The markets are anxiously awaiting the fallout of the US election. Get ahead with the help of expert commentary and actionable investment insights from our team of in-house analysts.

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Topics covered in the Q4 Outlook

Nine in-depth articles get you up to speed quickly on the potential market fallout of the looming US election. Discover insights you can use to help direct your investments over the coming months.

Contested result is biggest risk for markets
Steen Jakobsen looks at the market impact of a contested US election, which he believes is the most likely outcome.
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USD bulls and bears in for a rough ride
John Hardy says US political dysfunction and the risk of contested election could drive a fresh two-way spike in USD volatility.
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How to structure your equity portfolio
Peter Garnry predicts the equity winners and losers in the event of a Trump or Biden victory, or a contested result.
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Gold to finish year near $2,000/oz
Ole Hansen believes the combination of rock bottom rates, inflation hedges and a weaker USD will see gold’s YTD growth continue.
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What does green mean for the markets?
Chris Dembik analyses the economic implications of Joe Biden’s proposed $2 trillion climate change plan.
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The trade is long volatility
With a divisive US election set to collide with a “broken economic model”, Eleanor Creagh believes volatility is guaranteed.
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USDJPY heading for 85-95
Kay Van-Petersen predicts a 10-20% fall in USDJPY as Japan faces up to life after Abenomics.
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Sovereign debt bubble poses threat
Amid rising inflation and election uncertainty, Althea Spinozzi says that sovereigns are “the worst asset you can hold in your portfolio.”
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Can we trust the US election polls?
Anders Nysteen looks at how to identify reliable US election polls and how to position your portfolio for different potential outcomes.
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