Themes 2020

Election 2020

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How much will Medicare policy be impacted by the outcome of the 2020 election?

We expect the 2020 US general election to be decided by a few counties, in keeping with recent precedent. We believe a win for President Trump could stem from one of two scenarios: (1) low-turnout race with multiple candidates to fracture anti-Trump sentiment, and/or (2) successful branding of a “choice” election between “America First vs. Socialism.”

If the election is a straight referendum on the President, as were the 2018 midterms, we would expect him to lose. However, a Senate majority will be critical to the advancement of any President’s agenda in 2021, and we will be laser-focused on the Senate races in the Electoral College swing states, which will be highly competitive and likely voted in concert with the Presidential ticket.

What we’re watching:

  • Senate races in Electoral College swing states
  • Fortress America/China
  • Tech lash
  • Income inequality
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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170+

Lifetime federal judges nominated & confirmed by President Trump and GOP Senate majority

53+

Minimum number of Senators needed for passage of controversial legislation

25%

Percentage of sitting circuit court appellate judges nominated and confirmed by President Trump and Senate GOP majority

~$40T

Estimated cost of proposed Warren M4A program

Research

A Strategic Review Of The State Of The Capital Markets In Q4 2022 & A Look Toward 2023

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Despite Macro, Identity & Access Management Remains Resilient

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Events

New York, NY

Jun 06, 2023

7th Annual Future of the Consumer Conference

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Boston, MA

Mar 06, 2023

43rd Annual Health Care Conference

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Arlington, VA

Feb 15, 2023

44th Annual Aerospace/Defense & Industrials Conference

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