So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election and the opportunities and risks that may arise from it. For the 11th season of Insights Now, titled “The Policy and Investment Implications of the U.S. Election,” Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting along with the usual host of the show, Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss topics at the forefront of this election season and explore the impacts proposed policies could have on the markets and economy. From immigration and tariffs to taxes and Fed independence, tune in to stay informed on what could drive volatility heading into November, and how to better prepare your portfolio for a post-election world.

Over the past year and a half, surging immigration has helped boost labor supply at a time when U.S. demographic trends were sluggish and recession fears were elevated, providing a nice tailwind for the labor market and the economy more broadly. At the same time, immigration has caused significant stress for migrants and the communities that they arrive in, making the issue one of the most politically sensitive topics this election season. This conversation will focus on the magnitude of the recent immigration surge, discuss how long it can continue, and explore what it might mean for the economy and corporate profits moving forward.

Watch the video version on YouTube.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

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