Evan Roth Smith

Ben Gutteridge, a multi-asset strategies expert at Invesco, shares a positive outlook on equities amidst election uncertainty. Political analyst Evan Roth Smith discusses the tight race, suggesting favorable polling for Kamala Harris. Matt Hornbach from Morgan Stanley highlights the bond market's cautious trends, advising investors to stay close to their benchmarks while waiting for new opportunities. Together, they explore how these dynamics shape market resilience and investment strategies ahead of critical political events.

Peter Tchir, head of macro strategy at Academy Securities, discusses the potential for further downside in stocks as market dynamics shift. Evan Roth Smith, founding partner of Slingshot Strategies, offers insights into the upcoming presidential debate and its implications. Jitania Kandhari, deputy CIO at Morgan Stanley, warns that the pace of inflation may become more challenging. Together, they explore how sentiment, economic factors, and political events interconnect, shaping the financial landscape.