Ron Temple talks portfolio positioning leading into the US election

Talk Money To Me

In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events.

We dive deep into:

• The US macro outlook and Federal Reserve's policy in light of recent inflation and employment data.
• Portfolio positioning ahead of the 2024 US election and potential market volatility.
• The impact of election outcomes on market dynamics, including what to expect if Vice President Harris or Donald Trump takes office.
• Geopolitical tensions, supply chain challenges, and the evolving US-China relationship.
• The long-term risks posed by US fiscal health and rising debt levels.

Whether you're an investor or simply looking to understand the shifting market landscape, this conversation is packed with practical insights and strategic advice to help you navigate these uncertain times.

Tune in now to get the latest market perspectives from one of the industry’s leading voices!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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