ElectionWatch 2024

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

Latest updates

Market insights

President Biden withdraws

After weeks of deliberation, President Joe Biden has withdrawn his candidacy for a second term in office.

External views

Transition of power

How are the national budget and foreign policy affected by presidential transitions? 

CIO videos

Implications for the EU

US elections could impact European trade policies, defense budgets, and overall economic growth.

Virtual events

After the debate

Watch the replay of our 28 June livestream, “After the debate: Reaction and implications.”

Market insights

President Biden withdraws from the race

President Joe Biden has withdrawn his candidacy for a second term in office and endorsed Vice President Kamala Harris as Democratic nominee.


Fiscal concerns about a second Trump presidency won’t overshadow the easing cycle

Global investors are growing more confident that former President Trump will reclaim the US presidency this November, with his prospects strengthened by both the failed assassination attempt and President Biden’s campaign struggles.

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.

External views

Transition of power

18 Jul 2024

How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and Former Chief of US Naval Operations, explores what a second term for Biden or Trump could mean.

The tax impact

11 Jul 2024

Will the Tax Cuts and Jobs Act expire in 2025? Bill Cass, Director of Wealth Planning at Franklin Templeton, explores how taxes could be impacted by the election and how you can prepare for potential hikes.

CIO insights

Implications for the EU

20 Jun 2024

US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affect these key areas.

Energy and policy

25 Apr 2024

Energy is the lifeblood of the economy, and a hot button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.

Virtual events

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
Managing Director, Fixed Income, CIO Americas

David Lefkowitz
Head of Equities, UBS CIO Americas

4 April livestream replay

The race, the world, and investments

04 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

Get in touch

Together, we can help you pursue what’s important