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2024 Elections
Insights and Impacts

Explore analysis and insights by seasoned financial professionals on how elections around the globe in 2024 will impact markets. We’ve compiled some of our most meaningful observations to help you navigate volatility and understand investment opportunities.
Insights
Article | November 2024
Key Implications of Trump 2.0 for Private Equity
  • While the policies and implications of Trump 2.0 are difficult to predict, we remain optimistic about private equity’s ability to navigate change in a dynamic environment and potentially deliver attractive risk-adjusted returns.
CIO Weekly Perspectives | November 2024
Post-Election Vibes, New Year Realities
  • The rush into risk assets could last through the end of the year, but thereafter the outlook becomes more complicated.
NB Blog | November 2024
Assessing Trump 2.0
  • What does the U.S. election mean for growth, inflation, Fed policy and interest rates?
CIO Weekly Perspectives | November 2024
An Investor's Election Survival Guide
  • Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
CIO Weekly Perspectives | October 2024
The U.S. Election, the Economy and the Markets
  • Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
Article | October 2024
The 2024 Election: Navigating Potential Financial Sector Shifts
  • We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
Article | September 2024
The U.S. Election and Energy: More Than Meets the Eye
  • The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world?
Article | July 2024
U.S. Election: The Policy Choice
  • Putting rhetoric and personality (mostly) aside, we explore key policy differences—and similarities—between the political combatants.
CIO Weekly Perspectives | July 2024
A Change in Leadership?
  • As Biden withdraws, we are seeing an historic rotation into small-cap stocks and a growing opinion-polling lead for Donald Trump—are the two things related?
Webinars & Podcasts
November 2024
Post-Election Insights: Market Impacts
  • Webinar Replay |

    Jeff Blazek, Co-CIO of Multi-Asset, and Shannon Saccocia, CIO of Private Wealth, discuss policy changes on tariffs, regulation, immigration, and taxes and the impacts for the markets. Watch the replay now for insights on navigating the evolving market environment.

Disruptive Forces in Investing | November 2024
Disruptive Forces Election Special: Trump's Cabinet
  • (25:36) Join Anu Rajakumar and Brad Tank as they explore the anticipated differences, potential impacts, and policy directions of Trump 2.0.
October 2024
Navigating Portfolios Through the U.S. Election
  • Webinar Replay |

    As the candidates policies for trade, taxes and regulation become clearer, what are the possible sector impacts? We asked Joe Amato, President and CIO—Equities, and three of our sector specialists to provide their views for Technology, Health Care and Energy investors.

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Post-Election Insights: Market Impacts
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