On-Demand Webinar

Election 2020: Stock Ideas

The outcome of the U.S. presidential race will likely have an impact on public equities. On the eve of the first presidential debate we released our Election 2020 dashboard, providing insight on the investable themes of both campaigns—Biden/Harris and Trump/Pence—and stock picks around them.

In this webinar, we review these themes, discussing how they relate to each campaign and what to expect in either case: a Biden win or a Trump second term.