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Our Latest US Election Coverage

With a Divided Government, Healthcare Companies Appear Well-Positioned

November 11, 2020
By Kevin Tracy, CFA

With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.

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Reasons to Believe in a Recovery, Regardless of the Election Outcome

November 4, 2020
By Tom Fahey and Brian Horrigan, CFA

As we look through nearer-term instability from the election and the pandemic, here are some factors that give us confidence in the economic recovery.

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2020 Vision: Focusing on Risk Mitigation

November 2, 2020
By Roger Ackerman and Harish Sundaresh

Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding risk-averse sentiment for many investors. Given the year the world has experienced, it’s not surprising people are focusing on portfolio risk mitigation.

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When it Comes to Fiscal Policy, Does it Really Matter Who Wins the Election?

October 31, 2020
By Tom Fahey

There appears to be an increased willingness to engage in deficit spending on both sides of the aisle in Washington, DC. This could lead to a more “middle of the road” outlook for fiscal decision making.

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What a Biden Victory Could Mean for the Power Sector

October 29, 2020
By Matthew Kelly, CFA, Joanne McIntosh and Austin Nasca

Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden administration could mean for the power sector.

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Election 2020: Expect the Unexpected?

October 23, 2020
By Brian Horrigan, CFA

The US political landscape could offer surprises beyond the November 3 election. Brian Horrigan outlines scenarios that, in his view, could make some waves in capital markets.

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US Elections 101: The Mail-In Vote Explained

October 23, 2020
By Brian Horrigan, CFA

Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the challenges associated with mail-in voting.

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A Biden White House: Potential Policy Impact on the Oil & Gas Industry

October 23, 2020
By Ryan McGrail

Ryan McGrail summarizes potential policy proposals under a Biden administration and highlights the states and regions that could face federal regulatory changes.

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US Elections 101: The Electoral College Explained

October 22, 2020
By Brian Horrigan, CFA

While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain intact regardless of who wins. Brian Horrigan shares a refresher on the Electoral College.

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What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views

October 21, 2020
By Heather Ridill, CFA, and Ryan MacKay

What could a Biden victory mean for investors? Read our blog post from the Loomis Sayles Global Fixed Income Team for their views on some key campaign issues.

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Can Healthcare Companies Withstand a Blue Wave?

September 24, 2020
By Kevin Tracy, CFA

Democrats could sweep the November elections according to many independent polls. What would that mean for the healthcare and pharmaceutical sectors?

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