UBS Road to the Election
In this ElectionWatch video series, we sit down with research analysts and political experts to examine key topics in the 2024 US election. Tune in for new episodes on Thursdays at 4:30 p.m. ET.
- Episode 29: Investment survival guide, with Phil Orlando, Chief Equity Market Strategist at Federated Hermes (26 Sep 2024)
- Episode 28: Muni tax exemption risk, with Bob DiMella, Co-head of MacKay Municipal Managers (19 Sep 2024)
- Episode 27: Markets in a tight race, with Nadia Lovell, CIO Senior US Equity Strategist (12 Sep 2024)
- Episode 26: Inside the mind of a former Democratic staffer, with Patti Solis Doyle, Partner and Head of US Public Affairs, Brunswick Group (5 Sep 2024)
- Episode 25: Inside the mind of a former Republican staffer, with Lanhee Chen, Partner, Brunswick Group (5 Sep 2024)
- Episode 24: Emerging markets in focus, with Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas (29 Aug 2024)
- Episode 23: Speechwriting for presidents, with Terry Szuplat, author and former speechwriter for President Barack Obama (22 Aug 2024)
- Episode 22: Spotlight on the Fed, with Rich Clarida, Global Economic Advisor at PIMCO and former Vice Chair of the Federal Reserve (15 Aug 2024)
- Episode 21: Who is Tim Walz? with Shane Lieberman, Senior Governmental Affairs Advisor (7 Aug 2024)
- Episode 20: Kamala Harris in focus, with John Emerson, Vice Chairman of Capital Group International (1 Aug 2024)
- Episode 19: Biden out, Harris next? with Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas (23 Jul 2024)
- Episode 18: Transition of power, with Admiral Jonathan Greenert, UBS Advisory Council Member and Former Chief of US Naval Operations (18 Jul 2024)
- Episode 17: The tax impact, with Bill Cass, Director of Wealth Planning at Franklin Templeton (11 Jul 2024)
- Episode 16: Gas at the polls, with Stacey Morris, Head of Energy Research at VettaFi (27 Jun 2024)
- Episode 15: Implications for the EU, with Dean Turner, UK Economist CIO, UBS Global Wealth Management (20 Jun 2024)
- Episode 14: AI in Chief, with Paul Aaron, CEO and co-founder of Addition (13 Jun 2024)
- Episode 13: Economics vs. politics, with Josh Snyder, Global Investment Strategist at GQG Partners (30 May 2024)
- Episode 12: Art and politics, with Dr. Mary Schmidt Campbell, President Emerita, Spelman College (23 May 2024)
- Episode 11: Voter priorities, with John Faso, former New York U.S. Representative, 19th District (16 May 2024)
- Episode 10: Global perspectives, with Paul Donovan, Chief Economist, UBS Global Wealth Management (9 May 2024)
- Episode 9: Energy and policy, with Jay Dobson, Energy and Utilities Sector Strategist, CIO Americas (25 Apr 2024)
- Episode 8: Banks and the race, with Bradley Ball, Equity Strategist, US Financials, CIO Americas (18 Apr 2024)
- Episode 7: Presidents and markets, with Apollo Lupescu, Vice President at Dimensional Fund Advisors (11 Apr 2024)
- Episode 6: Wealth and taxes, with Ainsley Carbone, Total Wealth Strategist, CIO Americas (21 Mar 2024)
- Episode 5: Going global, with Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas (14 Mar 2024)
- Episode 4: Looking past Super Tuesday, with John Savercool, Head of the UBS Office of Public Policy (7 Mar 2024)
- Episode 3: Policies in focus, with Libby Cantrill, Head of US Public Policy at PIMCO (29 Feb 2024)
- Episode 2: War and Politics, with Admiral James Stavridis, Partner and Vice Chair, Global Affairs, The Carlyle Group, and 16th Supreme Allied Commander at NATO (22 Feb 2024)
- Episode 1: Investment implications of a rematch, with Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management (15 Feb 2024)
Due to the Rosh Hashanah holiday, episode 30 of UBS Road to the Election will come out on Thursday, 10 October at 4:30 p.m. ET.
Investment survival guide
26 Sep 2024
Episode 29 | Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market Strategist at Federated Hermes. It’s about staying invested for the long term. He shares the areas of the market poised for success this election season, covers what a contested election could mean for markets, and more.
Muni tax exemption risk
19 Sep 2024
Episode 28 | Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.
Markets in a tight race
12 Sep 2024
Episode 27 | What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.
Inside the mind of a former Democratic staffer
5 Sep 2024
Episode 26 | What could a path to success look like for Kamala Harris? Patti Solis Doyle, Partner and Head of US Public Affairs, Brunswick Group, explores ways Harris could reach the 270 electoral votes needed to win the election, as well as possible outcomes for the House and Senate races, and more.
Emerging markets in focus
29 Aug 2024
Episode 24 | The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds light on how November’s winner could shape the overall direction of these relationships.
Speechwriting for presidents
22 Aug 2024
Episode 23 | Terry Szuplat, author and former speechwriter for President Barack Obama, shares his best writing tips to reassure people in moments of fear, incorporate data, and more. He also explores how Harris, Trump, Walz, and Vance can use the spoken word to connect with voters.
Kamala Harris in focus
1 Aug 2024
Episode 20 | Kamala Harris is the presumptive Democratic nominee. How do her economic agenda and foreign policy stance differ from Biden’s, if at all? John Emerson, Vice Chairman of Capital Group International, discusses this and considers how more election drama could unfold.
Biden out, Harris next?
23 Jul 2024
Episode 19 | President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.
Economics vs. politics
30 May 2024
Episode 13 | Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into what impact, if any, the outcome could have on portfolios.
Art and politics
23 May 2024
Episode 12 | The outsize influence media has on political campaigns is no secret, but how is it used to position candidates and sway voters? Dr. Mary Schmidt Campbell, President Emerita, Spelman College, explores the power of media from political cartoons to TV ads and social media.
Voter priorities
16 May 2024
Episode 11 | What issues are top of mind for the American public? John Faso, former New York U.S. Representative, 19th District, explores the economy, foreign and fiscal policy, and more, breaking down how each topic could play for or against the presidential candidates.
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.