US election: Implications for policy and markets

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. Zenith Investment Partners Pty Ltd ("Zenith") (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). General Advice provided by Zenith is limited to Wholesale clients only. This document has been prepared exclusively for Zenith clients without taking into account the objectives, financial situation or needs of any specific person who may read it, including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any relevant product(s) and is subject to change at any time without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in this document in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any decision and refer to the full Zenith Product Assessment/s available on the Zenith website. This document is confidential and subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. The information contained in this document has been prepared in good faith and is believed to be reliable at the time it was prepared, however, no representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. Except for any liability which cannot be excluded, Zenith does not accept any liability, whether direct or indirect arising from the use of information contained in this document. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines Copyright © 2024 Zenith Investment Partners, All rights reserved.