HOW TO TRADE THE ELECTION: The ultimate guide to capitalizing on assorted election scenarios and market volatility
- Market volatility has increased ahead of a crucial US election that could leave the world without a certain outcome for many days after November 3.
- In anticipation of these developments, Business Insider has been publishing the best investing recommendations and advice from Wall Street experts on navigating this season.
The election-season volatility that had been expected for months manifested itself in the week leading up to the final votes being cast.
In addition to the election, investors are grappling with the implications of a second COVID-19 wave. Their jitters could persist for a while longer if, unlike recent years, the election results are contested for several days after November 3.
Business Insider has been publishing Wall Street's best investing recommendations for the 2020 elections in anticipation of this predicament and any surprises that spring up. Our stories have covered stock picks for every possible scenario, strategies to hedge outsized losses, and trades poised to do well afterwards, regardless of the outcome.
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Dozens of stock picks for three scenarios — a divided Congress under Trump, a divided Congress under Biden, and a blue sweep: A comprehensive stock-buying election playbook: Here are the dozens of stocks to buy across 7 market sectors in each of the 3 most likely outcomes, according to Raymond James
Dozens more picks from Stifel's analysts, including stocks to avoid: Stifel asked its analysts to identify stocks most likely to be positively or negatively impacted by the election result. Here are the dozens of stocks to buy or avoid in each of the 3 outcomes.
An exclusive look at what an influential fund is telling clients: Iconiq Capital, which counts some of the world's most influential families as clients, broke down the investment implications of the US election. Here are the highlights of it's 23-page presentation.
Morgan Stanley investors reveal their election playbook: 2 senior PMs at Morgan Stanley's $665 billion investment-management business share their contrarian outlooks on the election, the stock market, and a vaccine — and break down how they are readying portfolios in advance
Morgan Stanley's chief cross-asset strategies on the assets being overlooked: Morgan Stanley's top cross-asset strategist says these 3 assets are not pricing in a Democratic sweep — setting them up for big gains if that scenario unfolds
JPMorgan's best advice for all investors: Strategists at JPMorgan's $1.9 trillion asset management arm share 5 investing tips for navigating the fast-approaching election — including the sectors poised to profit from every possible outcome
An extensive webinar on all things election-related: WATCH: How to invest during a volatile election season — a conversation with 3 top market experts
Stocks to buy and hold for long after election night : The investment chief at a $750 million firm explains why the bull market will forge on regardless of election outcome — and shares the 12 highest-conviction stock picks that make up her market-beating strategy
UBS' picks across equities and credit for a blue sweep: UBS says the chances of a Democratic sweep have risen to 50% as Trump and Biden square off in their first debate. These 9 assets will help investors profit if a blue wave comes crashing in.
Navigating a contested election: Deutsche Bank scoured 200 years of US history to uncover how investors should handle a contested election — including 3 past examples and how markets responded
The biggest election-related risks and how to avoid them: An investment chief overseeing $23 billion breaks down 2 critical election-linked risks facing the market — and shares the smartest way to turn them both into profit opportunities
Key lessons from history and what to do about them: A Wall Street investment strategist breaks down what would be the worst election outcome for markets — and details what investors can learn about the implications of a Democratic sweep by looking at 2009
Preparing your portfolio for a Blue sweep: A fund manager at a $468 billion firm pinpoints 7 portfolio moves to make right now in anticipation of a Biden presidency and Democrat-run government
Specific Biden policy proposals and their impact: An investing shop overseeing $476 billion analyzed 650 stocks to fine-tune its election strategy. The firm's experts break down the trades to make around a Biden win — and explain how investors can keep portfolios safe.
How to trade a Biden-induced dose of fiscal stimulus: A fund manager overseeing $34 billion says a Biden-led blue wave would jolt the US economy out of stagnant growth. He pinpoints the 3 sectors investors should target as stock-picking conditions ripen.
Strategies for post-election coronavirus stimulus: A $2.5 billion investment chief highlights the stock-market sectors poised to benefit the most if stimulus is passed after the election — and says Trump ending negotiations doesn't threaten the economic recovery
How the hedge fund owned by Trump's former communications director is positioning: Anthony Scaramucci told us his contrarian views on the risks investors face after the elections regardless of who wins — and shared how his $7.5 billion SkyBridge Capital is navigating the market's volatility