Tom McLoughlin, Co-lead of ElectionWatch and CIO Americas, and Nadia Lovell, Senior US Equity Strategist, delve into the political landscape post-DNC. They discuss the implications of Vice President Harris's nomination, evolving election probabilities, and the significance of polling on voter sentiment. The conversation also highlights economic policy shifts, including proposed tax changes and their potential market impacts. Additionally, they analyze RFK Jr.'s unexpected endorsement of Trump and its ramifications on electoral dynamics.

Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.