Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
Episodes
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Watch the video version on YouTube.
As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries and proposing other protectionist measures to support domestic activity. This election season, tariffs and trade have once again found themselves at the forefront of recent discourse, with both candidates proposing a stricter stance on trade policy, but to varying degrees and in different forms. Regardless of the outcome in November, these policies will have a profound impact on the global economy and have the potential to redefine the opportunity set across global financial markets.
Today’s episode discusses whether tariffs have been effective in the past and explore the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.
Resources:
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