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.