2020 Election: What to Expect Going Forward

By Sam Miller, CFA®, CFP®, CAIA®
Senior Investment Strategist

Having just passed the midpoint of 2020, the year has already staked its claim as one for the history books – a year that for many reasons most of us will remember for the rest of our lives. But in addition to the ongoing coronavirus pandemic, associated economic challenges, and civil unrest, the presidential election is fast approaching. In a day and age where emotions can run high and seemingly every issue can be divided along party lines (see Exhibit 1), it’s particularly important to remove any embedded political bias when making important decisions, especially when it comes to your portfolio. So, let’s assess where we are today, and look to history as a guide for how markets may respond to the upcoming election (exploring bull/bear cases for either a Trump re-election or a Biden election.


Read More

Newsletter|Jul 2020

The SEIA Report Q2

Investment Landscape|Jul 2020

Video: Investment Landscape – Summer 2020

Market Commentary|Jul 2020

Is There Still Value in Value?

Market Commentary|Jul 2020

ESG Trends in the Time of COVID-19

Market Commentary|May 2020

Defense Wins Championships!

Investment Landscape|May 2020

Video: Six Front War?

Market Commentary|May 2020

A Fresh Look at Monetary Policy (Q&A)

Investment Landscape|May 2020

Video: Investment Landscape

Market Commentary|Apr 2020

Oil, oil everywhere…

Articles|Apr 2020


Newsletter|Apr 2020

The SEIA Report Q1

Market Commentary|Mar 2020

Key Provisions of the CARES Act Stimulus

Articles|Mar 2020

We’re Here For You

Market Commentary|Mar 2020

The Fed and the Department of Public Works

Market Commentary|Mar 2020

Life Lessons Transcend School and Sports

Market Commentary|Mar 2020

Greed vs Fear

Market Commentary|Mar 2020

Coronavirus Update

Market Commentary|Feb 2020

Negative and Less than Zero II

Market Commentary|Feb 2020

Dow Jones Drops 1,031 Points!

Newsletter|Dec 2019

The SEIA Report Q4

Market Commentary|Dec 2019

Picking Your Spots in Fixed Income

Newsletter|Oct 2019

The SEIA Report Q3

Market Commentary|Jul 2019

Avoiding the Tax Tail Trap

Newsletter|Jul 2019

The SEIA Report Q2

Media Highlights|May 2019

SEIA Media Highlights

Newsletter|Apr 2019