Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
Thursday Sep 26, 2024
Thursday Sep 26, 2024
Watch the video version on YouTube.
Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory policy may not always impact markets in the ways we’d expect.
To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.
Resources:
For more resources on the U.S. elections visit our Election Insights hub
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify