This chapter explores the potential impacts of upcoming elections on market dynamics and investment strategies, emphasizing the importance of both presidential and Congressional outcomes. It addresses implications for bonds and equities, the Federal Reserve's anticipated rate cuts, and highlights the growing relevance of real estate investments in a shifting economic landscape. The conversation also tackles the challenges and opportunities within the U.S. housing market, featuring insights on the real estate sector and innovative funding approaches.
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Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses Fed policy and interest rate cuts. Christian Faes, CEO of Faes & Co, talks about investing in technology-enabled direct lending businesses. Alona Gornick, Senior Investment Strategist at Churchill Asset Management, shares her thoughts on private credit. Saira Malik, CIO at Nuveen, breaks down the Fed rate cut debate shifting from when to how many. Betterment Advisor Solutions CEO Sarah Levy explains how four in five financial advisors use AI in their work.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.
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