Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: US election preview – the CIO call
In a call from Chicago, Sonja Laud, Jason Shoup, Jason Becker and Anthony Woodside discuss what to watch for ahead of the vote on 5 November.
Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications.
During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income, Jason Becker, Head US Credit Strategy and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy. They cover:
- Our view that the risk of a ‘sweep’ vote may be underpriced by markets
The implications for fiscal and monetary policy under a Harris or Trump administration - The outlook for US credit markets and EM fixed income under different outcomes
- Broader themes in common with elections elsewhere globally, not least the focus on immigration
In addition, our speakers offer their usual recommendations for extracurricular reading and viewing material.
The podcast was recorded on 23 September and was moderated by Max Julius, Head of Content.
You can listen to the podcast on: Apple Podcasts, Audioboom and Spotify.
For professional investors only. Capital at risk.
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