A closer look Elections and Markets Q&A

Jul 31, 2020
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In Brief

  • We share Bessemer’s investment approach in the lead-up to the November elections given what is likely to be a period of heavy news flow and at least some uncertainty in the investment landscape. 
  • Specifically, we explore the impact of politics on financial markets generally and focus on several key questions related to the 2020 elections and Bessemer’s portfolio positioning. 
  • As the situation inevitably evolves over the next several months, we expect to provide additional updates.

 

About the Authors

Holly MacDonald
Chief Investment Officer
In this role, Holly is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management.

Barbara (Bree) Sterne
Investment Strategist
In this role, Barbara is responsible for performing in-depth macroeconomic research and financial market analysis, as well as delivering highly customized asset allocation and investment recommendations to clients.

Elise Mordos
Investment Strategies Analyst
In this role, Elise is responsible for conducting macroeconomic research and financial market analysis in order to provide asset allocation and strategy recommendations to help optimize client portfolios.