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Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory policy may not always impact markets in the ways we’d expect.

To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. Our goal is to bring these complex investment opportunities to life, showcasing their strategic value and how they can be effectively integrated into a diversified portfolio to achieve long-term financial objectives.

Join us as Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients’ outcomes and the benefits of private market investing.

For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version on YouTube.

As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries and proposing other protectionist measures to support domestic activity. This election season, tariffs and trade have once again found themselves at the forefront of recent discourse, with both candidates proposing a stricter stance on trade policy, but to varying degrees and in different forms. Regardless of the outcome in November, these policies will have a profound impact on the global economy and have the potential to redefine the opportunity set across global financial markets.

Today’s episode discusses whether tariffs have been effective in the past and explore the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify