CIO Live EMEA — US midterm elections: Looking beyond the market noise

The upcoming US midterm elections could have important implications for markets, fiscal policy, international trade, and the investment outlook.
Investors are assessing whether the election outcome could alter expectations for taxation, government spending, regulation, and geopolitical policy. At the same time, markets continue to navigate persistent inflation pressures, elevated bond yields, and ongoing geopolitical uncertainty.
Christl Novakovic, Head of Global Wealth Management EMEA, will be joined by Themis Themistocleous, Head of CIO EMEA, alongside Kurt Reiman, Head of Fixed Income CIO Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, to discuss the election results, their implications for the US economy and financial markets, and what investors should consider in the weeks and months ahead. Together, they will assess potential market scenarios and explain how CIO is positioning portfolios amid evolving political and economic conditions.