MARKET & ECONOMY VIEWS

US Election 2020

A turning point for US energy policy?

Every four years, as the US election rolls around, investors face the uphill task of interpreting the shifting political sands and how they might affect their portfolios. Here, Newton analyst Laura Sheehan considers the question of how a Trump or Biden win could change the outlook for the energy sector.

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The US and renewables: A perfect accord?

President Donald Trump’s withdrawal of the US from the United Nations’ Paris Agreement on climate change caused significant backlash for the world’s most powerful nation. Yet Newton Head of Responsible Investment Andrew Parry believes the country remains an extremely attractive base for renewables investment. Now, investors wonder what impact the upcoming presidential election might have on this growing market.

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Consumer remains key for US economy

With the US economy so dependent on the power of consumer spending, how might the upcoming presidential election outcome alter the sector’s outlook? Could the prevailing and future political landscape take a back seat to bigger influences driving change in the retail sector?

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Voting in a pandemic

Since Covid-19 changed the world as we know it, everything from campaigning to voting has materially changed. From voter registration—to the process of voting itself—traditional processes to pick a president have been upended in unprecedented new ways, according to Chris Lucas, director of government affairs at BNY Mellon.

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Political ad boon for media

Digital platforms are taking an increasing share of political ad spend but there are other ways heightened tech adoption is impacting the 2020 presidential election and creating future investment opportunities, say Brian Blongastainer and Erik Swords of Mellon.

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Red, white and tech

With the US presidential election around the corner, investors are wondering how various sectors may fare under each party. For technology, the S&P 500’s largest sector,¹ both parties agree on some issues, but not all, casting a veil of uncertainty over its future.

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