2024 Elections

Insights for Navigating the Complexities of Geopolitics

Explore analysis and insights by seasoned 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.

An Overview of the 2024 Election Calendar

Election timeline 2024 Election Timeline 2024

Additional Insights

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.
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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.
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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?
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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?
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Elections, Equities and the Economy

Does it matter if elections are close?
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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?
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High-Vol Politics, Low-Vol Markets

Are markets calm because of electoral unpredictability, rather than despite it?
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U.S. Election: Near-Term Turbulence, Long-Term Questions

A close election could see increased U.S. equity volatility followed by a relief rally, while resulting policy impacts could take time to play out and may be affected by fiscal constraints.
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Private Equity and the Polls

Have U.S. elections had any effect on private equity performance?
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News & Insights

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