

Market, Election, and M&A Outlook
Oct 18, 2024
Lara Rhame, Chief Economist at FS Investments, shares her insights on the potential for a not-so-soft landing in the economy and its ties to the 2024 election. Nancy Curtin, Partner & Global CIO at AlTi, remains bullish on the S&P 500, dissecting market fundamentals. Gautam Mukunda, a Yale lecturer, analyzes how the presidential race could impact markets. Carole Streicher from KPMG discusses the recovering M&A landscape and what trends to watch for in 2024, emphasizing the role of capital and upcoming regulatory changes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Economic Uncertainty
02:14 • 5min
Navigating Mortgage and Business Turnarounds
07:19 • 2min
Earnings Insights & Electoral Uncertainties
09:02 • 15min
Innovative Risk Management and Business Turnarounds
23:56 • 2min
M&A Market Outlook: Recovery and Opportunities
25:37 • 7min
Market Outlook for M&A: Trends and Insights
33:07 • 2min