In this five-part series on the geopolitics of the 2020 election, we have divided the reports into nine sections. Last week, in Part II, we discussed the second and third sections, understanding the electorate and party coalitions. In this report, we continue our coverage with the fourth and fifth sections, the incidence of the establishment coalition and the impact of social media.
These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.