• January 12 2021
  Michael Moritz

  Business must set aside self-interest to battle extremism

  My grandfather’s experience in post-first world war Germany serves as a warning to post-election America

  
• January 9 2021
  The Long ViewMichael Mackenzie

  Investors look past the storming of US Capitol

  Cold-blooded markets focus more on a shift in the Senate following Georgia elections

  
• January 6 2021
  Equities

  Small-caps and value shine on Wall Street after Georgia results

  Clean sweep of Congress for Joe Biden’s party could pave way for significant fiscal stimulus

  
• November 27 2020
  Merryn Somerset Webb

  Vaccines not politics are driving the soaring markets

  ‘Cheap’ UK equities stand to benefit from a rotation into companies that will rise with a recovery

  
• November 7 2020
  Markets brace for US election

  Biden constrained: how Wall Street positioned for divided government

  Shock, patience and a rethink in a tense week for fund managers

  
• November 6 2020
  Lex

  Biden/volatility: nixing the Vix Premium content

  With the emollient Democrat edging closer to victory, calm has settled on Wall Street

  
• November 6 2020
  Merryn Somerset Webb

  The upside of a close race for the White House

  Investors focus on the positives in a conflicted and confusing election result

  
• November 6 2020
  Exchange traded funds

  Early US election results prompt rush for small and mid-cap ETFs

  BlackRock’s iShares Russell 2000 attracted $714m in net inflows on Wednesday

  
• November 5 2020
  Dollar loses ground in post-election rush for riskier assets

  Thin liquidity has helped to exaggerate a move that has taken some analysts by surprise

  
• November 5 2020
  Markets InsightKatie Martin

  Why investors have suddenly turned bullish on a divided US government

  Hasty shift to expectations that a Biden administration would be restrained on tax rises and regulation

  
• November 5 2020
  Markets brace for US election

  US election sucks air out of the reflation trade

  Prospect of divided Congress and more modest economic stimulus has had big effect on markets

  
• November 4 2020
  US equities

  Investors pile into tech stocks and Treasuries as ‘blue wave’ trade unravels

  Weaker than forecast Democratic showing cuts expectations of government spending boom

  
• November 4 2020
  US equities

  Stock volatility drops even as US election remains undecided

  Wall Street’s ‘fear gauge’ falls after early results point to a share of power in Congress

  
• November 3 2020
  Markets volatility

  Hedge funds bet against lasting US election-induced market turmoil

  Firms wager that Wall Street expectations for increased volatility in months ahead are overdone

  
• November 1 2020
  The FT ViewThe editorial board

  A clear US election result will calm investor nerves

  A convincing win for either side will soothe jitters, but is no cure-all

  
• October 31 2020
  Investing in funds

  Investors find a novel way to hedge their portfolios: hedge funds

  High bond prices mean fixed income has lost its lustre as a ballast against stock falls

  
• October 29 2020
  Markets InsightLiz Ann Sonders

  History shows that equities outperform under Democrats

  But time in the market matters more than timing it

  
• October 21 2020
  Markets brace for US election

  Investors opt for the ‘do nothing’ trade ahead of US election

  Memories of shock 2016 result discourage asset managers from making big directional bets

  
• October 17 2020
  FTfm

  Fund managers overhaul portfolios on ‘blue wave’ bet

  Investors are dumping tech stocks for housebuilders and regional banks in anticipation of a Biden victory

  
• October 17 2020
  The Long ViewMichael Mackenzie

  US election: what investors are anticipating

  Bets rise on a Democratic ‘blue wave’ in the White House and Congress

  
• October 10 2020
  The Long ViewMichael Mackenzie

  Market zeitgeist turns towards cyclical stocks

  Fiscal stimulus measures, if they come, point to a broader rally in equities

  
• October 9 2020
  Investments

  The US election and your investment portfolio

  How will the result and the fallout from the fractious 2020 campaign affect your money?

  
• October 8 2020
  US Treasury bonds

  Investors say recent bond market sell-off may be just the start

  A post-election spending splurge by Congress could send yields higher despite Fed actions

  
• September 29 2020
  Political risk and investment

  Fears of a disputed US election fuel market volatility bets

  Vix index futures rise further after Trump indicates he might not concede if he loses November vote

  
• September 28 2020
  News in-depthUS dollar

  Dollar picks up as US election approaches

  Uncertainty following vote could spur haven bets and boost the currency, analysts say