UBS Chief Investment Office looks at the current uncertain environment, the expected impact from potential election outcomes, and what investors should do between now and November.
Against a backdrop of an ongoing pandemic, extreme social unrest, economic suppression, and increasing distrust in our shared public institutions, the 2020 US presidential election couldn’t come at a more turbulent time. While we can control our risk management, our portfolios, and our reactions to events, we cannot control the events themselves, nor can we predict the outcomes. Focusing on areas over which we have some control, instead of those we do not, is likely to lead to better results and less angina along the way.
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