All United States articles – Page 49
-
White papersDon’t Forget the Winners & Losers that Weren’t on the Ballot
Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
-
White papersSpecial Edition: The U.S. Votes: Our First Response
The U.S. has voted in the midst of arguably the most challenging environment for generations. Here’s our first take on the likely result and what it could mean for investors.
-
White papersUS election: no winner yet, markets moving from a Blue Wave to a possible Trump trade
At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213 (270 to win).We expect an 85% likelihood of knowing the winner within ten days. The winner of the election is likely to be determined sometimes during the next few days as three battleground states, Michigan, Pennsylvania (6 November: deadline for mail-in ballots to be received in Pennsylvania) and Wisconsin, complete the long process of counting large numbers of ballots that were sent by mail as a result of Covid-19.
-
White papersThe Priority Pyramid
Tuesday’s election matters—but it is the top of a pyramid whose base is, in our view, supportive of fixed income and credit whatever the outcome.
-
White papersThe Four U.S. Election Scenarios with Erik Knutzen
As we approach the 2020 U.S. election and its upcoming result, Erik Knutzen, CIO—Multi-Asset Class, dives into the possible scenarios and discusses the economic implications of what could happen with each hypothetical outcome.
-
Asset Manager NewsPGIM Real Estate Acquires New Jersey Industrial Portfolio For $275M
On behalf of its U.S. core real estate strategy, PGIM Real Estate has acquired a four-building 2.2-million-square-foot industrial portfolio for $275 million from Bridge Development Partners. PGIM Real Estate is the real estate investment and financing business of PGIM, the $1.4 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
-
White papersElection countdown: A Trump opening after the final Presidential debate?
President Donald Trump and Former Vice President Joe Biden met in Nashville, Tennessee on Thursday 23 October for the final presidential debate. This is an important milestone in the campaign, and early indications the morning after the debate are that while both camps felt proud of their performance, it may persuade some undecided and GOP-leaning independent voters back to the Trump fold.
-
White papersMoving the Needle
The U.S. election will be big news in November, but news on coronavirus vaccines will probably “move the needle” more for markets.
-
White papersChoosing Trump or Biden
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
-
White papersPositioning for the 2020 U.S. Presidential Election: An Update
Undeniably, 2020 has been an eventful year and the fireworks are likely not yet over. Amidst rising COVID-19 infections and a stuttering economic recovery, investors are preparing for the U.S. Presidential election. While this election may be one of the most contentious in U.S. history, investors should remember that that once the elections pass, much of this noise typically quiets and risk assets are able to resume a trajectory dictated by fundamentals.
-
White papersDisruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
-
White papersWhat the US election means for markets … and what it doesn’t!
While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may increase the uncertainty and anxiety for investors as we approach election day. Most recently we saw evidence of this anxiety as the market reacted to news of President Trump’s positive Covid-19 test.
-
White papersBuilding ESG momentum in US equities
US ESG (Environmental, Social and Governance) investors are increasingly likely to benefit as the country’s companies close the gap with best-in-class global companies on ESG disclosure and performance. The trend towards ESG in the United States is being driven by asset owners demanding ESG integration into corporate business strategies, investors using it as a source of alpha1, and regulators looking to formalize ESG into its rules and protocols.
-
White papersWhat you need to know about the 2020 US presidential elections
The US is just three weeks away from a presidential election with potentially major repercussions for economic policy in the US and further afield. Daniel Morris, chief market strategist, and Mark Allan, US economist, review the key points.
-
White papersA new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
-
White papersA Civil Vice Presidential Debate Has Little Impact On The Race
Vice President Mike Pence and Senator Kamala Harris met yesterday in their one and only Vice Presidential debate in Salt Lake City. This was the second most important milestone in the 2020 Presidential election, and early indications on the morning after the debate is that it did not change the trajectory of the race that has moved decisively in favor of former Vice President Biden.
-
White papersPresident Trump’s positive COVID-19 test shakes up election, markets
President Trump announced in a tweet shortly before 1:00 a.m. on Friday October 2nd that he and the First Lady of the United States (FLOTUS) tested positive for COVID-19. We look at the potential repercussions from this dramatic news in this Q&A.
-
White papersHow to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
-
White papersAdvantage Biden after the first Presidential Debate
President Donald Trump and Former Vice-President Joe Biden met yesterday in their first Presidential debate in Cleveland, Ohio. This was an important milestone in the 2020 Presidential election, and the early indications on the morning after the debate are that it has changed the trajectory of the race in Biden’s favor. For Trump, it was one of his few opportunities to change the narrative of this election and define Biden.
-
White papersNo Debating the Economic Recovery
U.S. personal income fell in August as the extra unemployment benefits ended while consumer spending rose. Eyes are on the China Services PMI, which will be released next week, and chances of a new fiscal stimulus package ahead of the election are still alive, for now.
