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What does the Election Mean for my Portfolio? Thumbnail

What does the Election Mean for my Portfolio?

While elections are important to any functioning democracy, to investment professionals, elections are primarily significant due to their effect on portfolios. In particular, investors must understand – and anticipate – the correlation between the outcomes of the election and the markets, if any.

September 2020 Market Commentary Thumbnail

September 2020 Market Commentary

U.S. dollar strengthened in September as the effects of existing monetary stimulus wane and expectations for fiscal stimulus before the election fade. Market participants bid up financial asset risk premia in response to mounting economic and political risks. We encourage investors to keep their investment horizon in focus and not allow emotions to influence portfolio positioning.

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