Ned Davis Research – The 2020 Election Playbook – 9.16.20

Overview:
Title: The 2020 Election Playbook
Date: Wednesday, September 16, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Market volatility is certainly expected given what 2020 has delivered to global investors thus far this year. Investors are navigating a pandemic, recession, social unrest, rioting, protests and unprecedented bi-partisanship. Join us for an in-depth examination of how potential policies may play out in global markets, investor preparation and asset allocation considerations as we cover:

  • Trump’s reelection bid
  • What a Biden presidency could mean for investors
  • The election cycle
  • Political power, trends and a historical perspective

Speaker:
Ed Clissold, CFA Ed Clissold, CFA Chief U.S. Strategist Ned Davis Research Group

Ed Clissold, CFA, is the Chief U.S. Strategist for Ned Davis Research Group. He and his team are responsible for the firm’s U.S. equity, style, sector and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow. Ed writes several U.S. Strategy publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles. Ed’s market commentary is often quoted in The Wall Street Journal, Barron’s, and other financial publications. Ed has held a number of other positions since joining the firm in 2002, including Global Equity Strategist, Senior Global Analyst in the Global Asset Allocation group, and Analyst in the Custom Research Services department. Previously, Ed worked at Strong Capital Management and as a Market Strategist at J.C. Bradford & Co. Ed is a CFA charterholder, a Magna Cum Laude graduate in Economics from Transylvania University, and has earned his Masters in Business Administration in Finance, with distinction, from Indiana University (Kelley).