ElectionWatch 2024

Investment insights on the US elections as we count down to November

Latest updates

24 for ’24

We answer questions on monetary policy to election dynamics to the two candidates’ proposed fiscal policies.

APAC outlook

The results of the US election will be consequential for the diplomatic, economic, and trade outlook in APAC.

Muni tax exemption risk

Will the election outcome affect municipal bonds tax exemptions? Is there volatility risk for the muni market?

After the debate

We discuss takeaways from the debate and the implications for policy, politics, and your investments.

Market insights

A contentious debate

US Vice President Kamala Harris and former President Donald Trump had never met in person before they took the stage on Tuesday evening with eight weeks remaining until Election Day.

US election impact around the world

Scenario analysis

Featured videos

UBS Road to the Election

In this series, we sit down with research analysts and political experts to examine key election topics. Tune in for new episodes on Thursdays at 4:30 p.m. ET.

Muni tax exemption risk

Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.

Markets in a tight race

What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.

Virtual events

11 September livestream replay

After the debate

11 Sep 2024

Jason Chandler
Head of GWM Americas

Solita Marcelli
Chief Investment Officer Americas

John Savercool
Head of the UBS US Office of Public Policy

26 August livestream replay

After the convention

26 Aug 2024

Tom McLoughlin
Co-lead of ElectionWatch, CIO Americas

Nadia Lovell
Senior US Equity Strategist, CIO Americas

23 July livestream replay

Implications of Biden’s exit

23 Jul 2024

John Savercool
Head of the UBS US Office of Public Policy

Solita Marcelli
Chief Investment Officer Americas

28 June livestream replay

After the debate: Reaction and implications

28 Jun 2024

John Savercool
Head of the UBS US Office of Public Policy

Tom McLoughlin
Co-lead of ElectionWatch, CIO Americas

David Lefkowitz
Head of Equities, UBS CIO Americas

4 April livestream replay

The race, the world, and investments

4 Apr 2024

About the event

With enough delegates secured to win the major party nominations, the presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. What are the implications of their policy proposals? How will events abroad impact politics at home? And what does it all mean for investments?

Part 1 of this conversation breaks down the state of the race, part 2 examines the geopolitical landscape as we approach November, and part 3 discusses the implications for the economy and financial markets.

Solita Marcelli  |  Host
Chief Investment Officer Americas, UBS Global Wealth Management

Frank Kelly  |  The race
Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS

Mike Rogers  |  The world
Former Director of the National Security Agency

David Rubenstein  |  Investments
Co-Founder of The Carlyle Group

Special event with Mark Haefele and Marko Papic

A special conversation on the US elections

With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group

A special conversation on the US elections
A note on NATO

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