Audio & Webcasts

Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-loving protectionism of William McKinley, the small-government/pro-business policies of Calvin Coolidge, the unforgiving enemies lists of Richard Nixon, the deportation policies of Dwight Eisenhower, the manifest destiny of James Polk and the isolationism of 1914-era Woodrow Wilson. American First policies announced yesterday create risks for investors since its supply side benefits collide with its inflationary tendencies; there’s not a lot of room for error at a time of elevated US equity multiples.

This past year's market gains offer a strong foundation and the flexibility to explore new strategies moving forward. As you consider an action plan for 2025, join our investment team as they explore our Outlook and provide a range of ideas to help plan for the year ahead.

Join us for a discussion with Michael Cembalest and Monica DiCenso as they delve into the 2024 presidential election results and the potential market, investment and policy implications.

This past year's market gains offer a strong foundation and the flexibility to explore new strategies moving forward. As you consider an action plan for 2025, join our investment team as they explore our Outlook and provide a range of ideas to help plan for the year ahead.

Join us for a discussion with Michael Cembalest and Monica DiCenso as they delve into the 2024 presidential election results and the potential market, investment and policy implications.

What explains the economy’s surprising strength — and will it last? Can markets keep powering forward in the face of very real geopolitical risks? Join us as our team of professionals discuss five considerations that may help you navigate the current environment.