by Bill O’Grady | PDF
This is the final report in our five-part series on the geopolitics of the 2020 election, which was divided into nine sections. This week, we conclude the report by covering the eighth and ninth sections, the base cases for a Trump or Biden win and market ramifications.
Read the full report
These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.