US elections 2020

Economic, market and investment implications

9 November

The electoral outcome has far-reaching ramifications that go beyond policy and need to be considered

Supriya Menon, Senior Multi Asset Strategist at Pictet Asset Management, dissects the outcome of the election, possible asset allocation changes, as well as the implications of likely policy changes.

3 November

What we know so far

Thomas Costerg, Senior US Economist at Pictet Wealth Management, comments on the still undecided outcome of the US elections and discusses both investment and geopolitical implications.

More US elections related insights

Pictet Wealth Management

Pictet Wealth Management

Macroeconomy - 9 December

Midnight train to Georgia

The run-off Senate election in Georgia could help decide the size of a renewed fiscal stimulus package in the US.

Thomas Costerg, Senior US Economist

Macroeconomy - 9 November

And the winner is…

The CIO's view of the week ahead.

Cesar Pérez Ruiz, Head of Investments & CIO 

Macroeconomy - 3 November

An unusual election in an unusual year

Patience may be required on election night, with close results in battleground states set to be hotly contested.

Thomas Costerg, Senior US Economist

Macroeconomy - 30 October

Coronavirus uncertainties hang over US election

Differences between the two presidential candidates’ approach to the pandemic will have consequences for the US economy.

Thomas Costerg, Senior US Economist

Macroeconomy - 19 octobre

How the November elections could impact US bonds

The size of a fiscal stimulus package will be crucial.

Laureline Renaud-Chatelin, Fixed Income Strategist


Pictet Asset Management

Outlook for clean energy under Biden presidency - 16 October

A climate-aware US ushers in a new era for clean energy

Biden's bold environmental plan will reinvigorate the global fight against climate change and turbo-charge the clean energy industry.

Stephen Freedman, Senior Product Specialist 

US presidential vote and investment implications - 5 November

A divided government in the US? Investors can live with that

Political gridlock in the US is not as bad for financial markets as it seems.

Luca Paolini, Chief Strategist


Impact on economy and markets - 5 October

A US election like no other

The 2020 presidential campaign takes US politics into uncharted territory. Which means there’s plenty at stake for investors.

Supriya Menon, Senior Multi Asset Strategist, and Marco Piersimoni, Senior Investment Manager