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2024 U.S. Elections: Market Impact

In this episode, we dig into the potential effects of the upcoming 2024 U.S. elections analyzing the potential impacts, risks, and opportunities for investors.

When do markets typically start to focus on the election?

Will this year be different?

Which policies and scenarios might be most impactful for markets?

What is CAPSTRAT’s process for predicting the outcome and preparing portfolios?

Mike Rarey

Mike Rarey, CFA

Principal, Director of Investment Research

Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.

Michael Warford

Michael Warford, CFA

Principal, Senior Research Analyst

Mike supports the firm’s investment research capabilities by performing in-depth analysis on fixed income investment managers, focusing on manager style, strategy, and execution.