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Konten disediakan oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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What might the November elections mean for investment strategy?

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Manage episode 434431900 series 29071
Konten disediakan oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

115 episode

Artwork
iconBagikan
 
Manage episode 434431900 series 29071
Konten disediakan oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

115 episode

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