Working From Home with SPDR ETFs: Four Fearless Women

As the election day approaches, many investors fear the outcome will be undecided and the winner won’t be known on November 4. Among the different political scenarios and their economic consequences, which one will happen?

In November 2016, just after Trump's election, the dispersion between the best and worst performing S&P sectors was 19% (between Financials and Utilities). Since the start of 2020, this difference has already been 74% (Technology and Energy). Will the relative performance betwen sectors change? What impact will the election have on sector investments this time around?

Join Elliot Hentov, Ph.D, Head of Policy Research at State Street Global Advisors and Rebecca Chesworth, Senior Equity Strategist SPDR ETFs, to analyze the results of the election and take stock of the situation.

Four fearless women are taking decisive steps to lead Europe away from depression, but it remains to be seen whether it is enough and where it will lead us. Depending on the outcome, investors could have a range of opportunities. If we face persistent volatility and uncertainty, investors may stand to benefit from exploring non-equity performance drivers, such as the higher-returning parts of fixed income or convertible bonds. We also see an interesting dynamic in momentum versus value, where investors can either get in front of systemic market support mechanisms for momentum (e.g. investments benefiting from Fed support) or seek out value ideas (e.g. neglected assets with higher return potential that are not supported by central banks or government fiscal policy).