338: US election: key themes for investors – the CIO call

LGIM Talks

Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications.

During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income; Jason Becker, Head US Credit Strategy; and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy. They cover:

• Our view that the risk of a “sweep” vote may be underpriced by markets
• The implications for fiscal and monetary policy under a Harris or Trump administration
• The outlook for US credit markets and EM fixed income under different outcomes
• Broader themes in common with elections elsewhere globally, not least the focus on immigration

In addition, our speakers offer their usual recommendations for extracurricular reading and viewing material.

The podcast was recorded on 23 September and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.