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Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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What might the November elections mean for investment strategy?
Manage episode 434448296 series 2905782
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Watch the video version on YouTube.
The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk to markets, or certain sectors and asset classes? And, in what can sometimes be a tense and polarizing time in society, how can investors navigate this uncertainty and invest with confidence this year?
In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.
85 episoade
Distribuie
Manage episode 434448296 series 2905782
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Watch the video version on YouTube.
The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk to markets, or certain sectors and asset classes? And, in what can sometimes be a tense and polarizing time in society, how can investors navigate this uncertainty and invest with confidence this year?
In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.
85 episoade
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Similar cu Insights Now
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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continue reading
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