In this episode, we hear from guest speaker, Ron Temple, Chief Market Strategist at Lazard, about the potential impact of the outcome of the US election on global markets. During this conversation, Ron covers:
- how the composition of Congress will impact the President’s ability to pass legislation and how this could impact markets
- the stimulative fiscal agendas put forth by Harris and Trump and the risks to inflation and bond yields
- a summary of the policy proposals from both candidates and the potential market reaction, and
- how to position portfolios amidst this uncertain backdrop.
Episode released 16 October 2024
