In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles!
This content is only available in English.
Chapter 6: US Chronicles reality
12/11/2024
Reality and nuances are taking hold, as always does after the first knee-jerk reactions from investors. Markets globally are beginning to incorporate the nuances. Despite the policy cut from the Federal Reserve on 7 November, markets are, and have been, pricing in higher rates as they consider(ed) future government deficits. Will President-elect Trump follow through on the corporate tax cuts, and will the bond markets accept it?
Have small-caps overreacted to the Trump win, potential corporate tax cuts, and the strength of the US economy?
Lauren Goodwin, Chief Market Strategist of New York Life Investments, addresses the coming months.
Chapter 5: US Chronicles Special: Trump’s Victory and Its Market Implications
07/11/2024
Lauren Goodwin, Chief Market Strategist at New York Life Investments, unpacks the impact of Donald Trump’s presidential win and what it means for investors. With control of Congress still uncertain, Lauren explores key areas such as trade policies, regulation, and potential market shifts. Gain valuable insights on navigating the evolving economic landscape post-election.
Chapter 4: How are we positioning portfolios ahead of the election?
30/10/2024
On a global, all-asset basis, investors must balance the uncertainty of the US election and its aftermath against the strength of the US economy. Nadege Dufosse, CFA, Global Head of Multi-Asset at Candriam, is joined by Lauren with to discuss medium-term ideas for diversification rather than disarray.
Chapter 3: Stock market sector moves may be different this time around
16/10/2024
‘This time is different’ are the four most dangerous words in investing, to paraphrase investor John Templeton. But when it really is different, watch out for extreme weather conditions. In this episode, Lauren explains why the typical sector rotations under Republican or Democratic wins may be very different from past experience.
Chapter 2: Kamala Harris vs. Donald Trump and the Economic Implications of a Divided Government
08/10/2024
In this special episode of US Chronicles, Lauren Goodwin, Chief Market Strategist at New York Life Investments, is joined by Jon Paone and Kerry Cole from New York Life Insurance Company's Office of Government Affairs to analyse the key factors shaping the 2024 US elections. They discuss the tight race between Kamala Harris and Donald Trump, the likelihood of divided government and the potential impact on tax reform, business sentiment and the economy. Whether you're an investor or just following the political scene, this episode offers key insights into what's at stake.
Chapter 1: US Election Stakes: Key Differentiators for Investors
23/09/2024
Lauren introduces what is at stake in the US election from a US investor perspective. She highlights which four topics starkly differentiate both candidates’ programs: taxes, immigration, industrial policy and trade.
New York Life Investment
2024 Election: What Investors Need to Know
For more information on the US elections, please visit website of our parent company, NYLIM, and find out how investors view the various issues on the other side of the Atlantic.
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ESG, SRI, US elections, Climate Action, Alix Chosson, Lucia Meloni, Rémi SavageShould the sustainable community be concerned about a Trump 2.0 Presidency?
Donald Trump’s re-election as president of the United States has sparked concerns about his potential impact on key sustainability topics, notably climate action. -
Charudatta Shende, Nicolas Jullien, Fixed Income, US electionsBallots to Bonds
Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements. -
US elections
US elections : Hear it directly from the US
In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles ! -
Nadège Dufossé, Florence Pisani, Asset Allocation, US electionsUpdate on US elections
Donald Trump heads back to the White House as the 47th President, with an increased likelihood of a Republican sweep. Yesterday (6 November), market reactions were strong, with US stocks hitting all-time highs, 10Y bond yields jumping to 4.5%, and the dollar surging against most currencies. -
US elections, Christopher Mey, Paulo Salazar, Emerging Markets, Equities, CreditChina’s economic outlook: Opportunities and threats as US elections loom
Chinese authorities have begun addressing deflationary pressures through a series of monetary and fiscal measures, signaling their growing urgency to stabilise the economy. -
US elections, Nadège DufosséHow should we position portfolios ahead of the US elections ?
Numerous statistics are being published on the performance of financial markets in the run-up to the US elections. US presidential elections do not occur often enough to generate statistically significant data, but we generally observe an increase in volatility from the summer preceding the election date, with range-bound markets. After the election, the uncertainty usually subsides, and the promises of the future new president may generate an end-of-year rally. -
Nicolas Forest, Florence Pisani, US electionsShould we be afraid of the US elections ?
With the partisan divide hardening in the run-up to November 5, the presidential race was revived with the withdrawal of Joe Biden at the end of July. In just a few weeks, Kamala Harris has breathed new energy into the Democratic campaign. -
Climate Action, ESG, SRI, Equities, US elections2024 US Elections and Climate Policy Impact
The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.