Trump vs Harris: How markets will respond to the US Presidential election outcome

In part two of Antipodes interview series with Absolute Strategy Research (ASR), Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. 

Key Times:

  • The Trump vs Harris Debate – thoughts and observations: 1:00
  • The battleground states: 1:00
  • The composition of Congress – a clean sweep or not? 4:00
  • Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
  • Will Trump repeal the Inflation Reduction Act? 10:00
  • Why Trump’s big tariff plans could only be a threat: 12:40
  • How will investment markets react to a Trump or Harris win: 18:00
  • Foreign policy & implications on Europe: 20:50
  • Episode summary: 22:00

Commentary is illustrative only, it should not be viewed as recommendations to buy, hold, or sell any security. 

 

 

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23 September 2024