Goldman Sachs anbefaler, at investorerne sammensætter en portefølje, der kan klare den volatilitet og den politiske støj, der kan ventes i den kommende tid, ikke bare til valget den 3. november, men også til indsættelsen af den nye præsident den 20. januar.
The Uncertain Path to Certainty
Election uncertainty has pushed implied volatility up for November and December, indicating that market participants expect post-Election Day volatility to remain elevated even past the Safe Harbor deadline, by which states must resolve contested presidential elections.
We believe investors will be best served by building strategic portfolios that can outlast near-term political noise.
Source: Goldman Sachs Global Investment Research. As of September 28, 2020.