Ron Temple talks portfolio positioning leading into the US election


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Oct 03 2024 39 mins   15

In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events.


We dive deep into:

  • The US macro outlook and Federal Reserve's policy in light of recent inflation and employment data.
  • Portfolio positioning ahead of the 2024 US election and potential market volatility.
  • The impact of election outcomes on market dynamics, including what to expect if Vice President Harris or Donald Trump takes office.
  • Geopolitical tensions, supply chain challenges, and the evolving US-China relationship.
  • The long-term risks posed by US fiscal health and rising debt levels.


Whether you're an investor or simply looking to understand the shifting market landscape, this conversation is packed with practical insights and strategic advice to help you navigate these uncertain times.


Tune in now to get the latest market perspectives from one of the industry’s leading voices!


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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here


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