Intro

Watch the video version on YouTube.

The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk to markets, or certain sectors and asset classes? And, in what can sometimes be a tense and polarizing time in society, how can investors navigate this uncertainty and invest with confidence this year?

In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.