The Biden Playbook For US Equities

By Lori Calvasina
Published July 29, 2020 | 8 min read

In this edition, Lori discusses her thoughts on the 2020 Presidential Election in the US, and specifically how investors should be positioned for a Biden win. She’s put together a sector playbook based on the policy leanings of the Biden campaign and her July survey of RBC Capital Markets’ research analysts. She also discusses why Biden’s proposed increase in the corporate tax rate is a key challenge for the stock market. Finally, she discusses why she views the election as a mild, negative catalyst for US equities in the second half of 2020 and risks to her view.

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Lori Calvasina

Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets

Joe BidenLori CalvasinaPodcastStocksUS Elections

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