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Election 2024—100 days before the vote: Market and policy impact
Manage episode 431659244 series 2899874
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With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios?
Join our experts—Head of Public Policy Jason Cole, Chief U.S. Economist Lara Rhame and Chiron Funds Chief Investment Officer Ryan Caldwell—as they examine the possible policy implications from both administrations and the potential opportunities they may present for investors and allocators.
For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments
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1. Introduction and guest welcome (00:00:00)
2. Election updates and political landscape (00:02:33)
3. Market reactions and economic implications (00:06:35)
4. Impact of trade policies and globalization (00:11:44)
5. Congressional races and legislative impact (00:26:02)
6. Challenges of passing legislation (00:31:02)
7. Impact of dollar policy on investments (00:31:57)
8. Global currency dynamics and BRICS (00:36:00)
9. Debt, deficit, and fiscal policy (00:40:34)
10. International investment strategies (00:44:01)
11. Election year volatility and market implications (00:50:10)
12. Final thoughts and key takeaways (00:51:58)
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