fi
FI
Finland
en-FI
fi_intm_classes
intm
Intermediary
en
en
Insights

US election special: market impacts from a Biden or Trump victory

Episode 10 - Eye of the needle podcast

In this US election podcast special, Mark King and Carine Walker quiz Nicolas Janvier, Head of US Equities at Columbia Threadneedle Investments, on: how markets have behaved after previous elections; whether the Covid-19 crisis will affect the vote; and what might a Biden or a Trump win mean for markets and sectors.

About this podcast
Eye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money. Featuring guests from the Columbia Threadneedle investments team and regular segments that cover personal finance and investing, Eye of the Needle is a must-listen for anyone looking to learn more about money, with a direct line to the people at the centre of Columbia Threadneedle Investments.
15 October 2020
Columbia threadneedle investments logo
Columbia Threadneedle Investments
Share podcast
Key topics
Related topics
Share podcast
Key topics
Related topics

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Related Insights

22 January 2026

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

The early innings: Why Japan's structural story has years to run

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
10 December 2025

Krishan Selva

Client Portfolio Manager

Moira Gorman

Client Relationship and Sales Director

Big, broad, innovative – the case for emerging market equities

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
3 December 2025

Paul Doyle

Head of Large Cap European Equities

European rally set to continue and performance broaden out

Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
22 January 2026

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

The early innings: Why Japan's structural story has years to run

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
20 January 2026

In Credit Weekly Snapshot – It’s not easy being Greenland

US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.
20 January 2026

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

Luke Copley

Client Portfolio Manager, Fixed Income

Why investors should choose active for fixed income

Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.
true
true

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Funds and Prices

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

Woman listens to music through headphones
Play Video

CT Property Trust- Fund Manager Update

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium