ElectionWatch 2024

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

How to invest

Latest updates

Market insights

A July Surprise

24 Jul 2024

We are revising our forecast for the election outcome to reflect President Biden’s withdrawal.

External views

Transition of power

18 Jul 2024

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

CIO videos

Biden out, Harris next?

23 Jul 2024

What are the implications and the likelihood of VP Kamala Harris receiving the nomination?

Virtual events

After the debate

28 Jun 2024

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

Market insights

A July Surprise

24 July 2024

Vice President Kamala Harris has consolidated support among enough state delegations to become the presumptive Democratic nominee.

Read more

President Biden withdraws from the race

21 July 2024

President Joe Biden has withdrawn his candidacy for a second term in office and endorsed Vice President Kamala Harris as Democratic nominee.

Read more
 

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.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

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.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

CIO insights

Biden out, Harris next?

23 Jul 2024

President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.

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.

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.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

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

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

CIO research disclaimer
 

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