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In election years, investors are often concerned about how the results might affect their portfolios. In 2020, add in a pandemic and market volatility and a hotly contested election, and for many investors, concern has tipped over into outright anxiety. To help you provide your clients with information and perspective, we’ve put together a variety of resources you can share to provide much needed (and calming) perspective.
Video: The Impact of Elections on The Market
Watch this 1:43 minute video to learn about the effects of Presidential elections on your client's portfolio.
Client Resources
Symmetry Perspective: The Impact of Elections on Your Portfolio
If 2016 taught us anything, it’s that election outcomes can be unpredictable. Now, with the 2020 presidential election just around the corner, investors are once again beginning to ask how they should position their portfolios. Here is our perspective. Click to download.
Symmetry Perspective: Election 2020 Insights
We take a look at the implications of the 2020 elections and the range—and likelihood—of various potential outcomes. We also focus on historical context and what has happened to the stock market when one party has controlled the presidency or Congress…or both. Click to download.
What History Tells Us About US Presidential Elections and the Market
It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history (from Dimensional Fund Advisors) underscores that shareholders are investing in companies, not a political party. Click to download.
Advisor Resources
To Clients, Agreeing on Politics with their Advisor is Mattering More
Seventy-five percent of investors say they discuss politics with their financial professionals, and 57% believe it is important that they align on political views. The importance of that alignment is so significant that 44% say they would switch financial professionals if they did not align on political views, according to a survey of 872 investors by Hartford Funds Management Group. Click to read more.
We Looked At How The Stock Market Performed Under Every U.S. President Since Truman — And The Results Will Surprise You
Some speculate that the future of the republic hinges on the outcome of the next election. But as this piece from Forbes finds, for smart investors
it doesn't really matter who wins. Click to read more.
Why Trading Around An Election is a Dumb Idea
Most of the time, the phrase “this time is different” is an instant eye-roller. As this article from Financial Advisor details, experienced advisors have seen too many people make bad decisions based on this idea. Click to read more.