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Equities · Portfolio Construction

What Markets Do After Elections

Explore nearly a century of U.S. election data to uncover how presidential and midterm elections affect stock market returns, volatility and stock-bond relationships. This edition of Macro Moves compares immediate market reactions with longer-term performance, examines how quickly volatility subsides, and investigates…

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Source Title Topics Published Actions
Allianz Global Investors Democrats take Congress, but sweeping change looks unlikely
Fidelity International Fidelity Answers: How can investors make the most of change?
Invesco What the 2026 US midterms mean for APAC markets
Invesco 2027 Investment Outlook – Asia Equities
Invesco 2027 Investment Outlook - China Equities
London & Capital Alyx Wood: Chief Investment Officer of Curnow Asset Management
Man Group Cheap AI Tokens, High Stakes
Preqin Software Buyout Returns: Testing the Private Equity Premium Through Benchmarks and Indices
S&P Global India seeks higher foreign direct investment in oil and gas with policy reforms
Vontobel US midterms 2026: A new balance of power
Franklin Templeton AOR Update: The Big Picture Beats Politics
Macrobond Financial What Markets Do After Elections
UBS The triumph of the optimists
World Gold Council Gold Demand Trends: Q3 2026
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Baillie Gifford Brazilian equities: beyond the ballot box
TrinityBridge First, do no harm
Harding Loevner Four takeaways from earnings season
Ninety One Multi-Asset Strategy Quarterly – October 2026
S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
UBS Asset Management US midterms put Congress in play
AllianceBernstein Why Japanese Government Bonds Deserve a Second Look
CARLYLE AI’s GDP parallax
CF Benchmarks Crypto Slides On Hike Fears And Binance Theft

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