ElectionWatch 2024

Investment insights on the US elections as we count down to November

The race, the world, and investments

Watch the replay of the 4 April livestream

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

About the event

With enough delegates secured to win the major party nominations, the presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. What are the implications of their policy proposals? How will events abroad impact politics at home? And what does it all mean for investments?

Part 1 of this conversation breaks down the state of the race, part 2 examines the geopolitical landscape as we approach November, and part 3 discusses the implications for the economy and financial markets.

Solita Marcelli  |  Host
Chief Investment Officer Americas, UBS Global Wealth Management

Frank Kelly  |  The race
Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS

Mike Rogers  |  The world
Former Director of the National Security Agency

David Rubenstein  |  Investments
Co-Founder of The Carlyle Group

Recent reports

Video conversations

 

UBS Road to the Election

Energy and policy

25 Apr 2024

Episode 9  |  Energy is the lifeblood of the economy, and a hot button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.

Tune in for new episodes on Thursdays at 4:30 p.m. ET

We’ll continue to sit down with research analysts and political experts to examine key topics in the 2024 US election. You’ll find our most recent conversation here, but there are more to watch.

 

Mark Haefele and Marko Papic

A special conversation on the US elections

With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

A note on NATO

With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.