Navigating a volatile equity market ahead of the US election

With the US election in sharp focus across global markets, every piece of news flow is being carefully assessed as investor attention turns to both near-term opportunities and risk factors. In our view, it is preferable to cut out the noise by focusing on a bottom-up approach that can combat elevated levels of volatility, specifically by selecting high-quality businesses that we believe have the potential to withstand a changing political and economic landscape.

14. Okt. 2020

6 Minuten

Paul Vincent

The fast view

  • We believe Quality companies have the potential to withstand a volatile political and economic landscape.
  • Healthcare could face scrutiny; our highly selective positioning may offer protection.
  • We are underweight FAANG stocks, preferring more exciting structural trends.
  • Recent tax cuts may be reversed; exposure to international earnings could be a buffer.
  • Carbon-heavy sectors may face headwinds; our minimal footprint limits exposure.

With the US election in sharp focus across global markets, every piece of news flow is being carefully assessed as investor attention turns to both near-term opportunities and risk factors. In our view, it is preferable to cut out the noise by focusing on a bottom-up approach that can combat elevated levels of volatility, specifically by selecting high-quality businesses that can withstand a changing political and economic landscape. A Biden presidency - the Democrat holds a steady lead in the polls and has done for many months - could result in a range of implications for investors, and we explain how, in our view, our American Franchise strategy is positioned well regardless of any outcome on 3 November.

Firstly, healthcare reforms are a real possibility, with the system likely to come under scrutiny in the event Biden enters the White House; our American Franchise portfolio has highly selective exposure to niche, differentiated businesses that we believe should be relatively immune to any sweeping changes. The ‘big tech’ FAANG stocks – which account for more than one-fifth of the S&P – may face increased regulation; we attempt to mitigate this by seeking tech exposure through exciting structural trends such as digital payments and cloud computing. Trump’s significant corporate tax cuts could be partially reversed; our greater exposure to international earnings relative to the S&P should provide relative support to this headwind were it to occur. Finally, we believe our philosophy on climate change is more aligned with Biden than Trump, as our strategy has a minimal carbon footprint, with no exposure to the carbon intensive sectors which may come under pressure should the Democrat become the 46th US president.

Download PDF

Specific risks:
All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results.

Authored by

Paul Vincent
Portfoliomanager

Wichtige Informationen

Diese Mitteilung dient lediglich der allgemeinen Information und ist nicht als Beratung zu verstehen.

Alle darin enthaltenen Informationen gelten als zuverlässig, können jedoch ungenau oder unvollständig sein. Die Ansichten sind die des Verfassers zum Zeitpunkt der Veröffentlichung und spiegeln nicht unbedingt die Ansichten von Ninety One wider.

Alle geäußerten Meinungen werden ehrlich vertreten. Diese sind jedoch nicht garantiert und somit sollte sich auf diese nicht verlassen werden