U.S. Election Insights
Understand the potential investment and retirement policy impacts of the 2025 U.S. Election
Browse our latest insights collection
13 U.S. Election Insights
Jan 2025 · From the Field
Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios
Discover contrarian strategies that active fixed income managers can apply.
Dec 2024 · From the Field
Ahead of the Curve: The calm before the storm — The outlook for Treasury yields
Expect higher Treasury yields as fiscal policies evolve.
Dec 2024 · From the Field
What will a second Trump presidency mean for markets?
Markets appear optimistic about another Trump presidency. But inflation could spoil the party.
Nov 2024 · In the Loop
What Trump’s win means for policy, the economy, and markets
Extending tax cuts and an assertive approach on trade policy likely to be areas of focus.
Oct 2024 · In the Loop
Three policy developments to watch after U.S. election
The postelection shift from campaigning to governing can create uncertainty for markets.
Oct 2024 · From the Field
Ahead of the Curve: Could a 5% 10-year Treasury yield be around the corner?
Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.
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