The Spotlight - Generali Investments Podcast

Almost there: what to expect from US elections

October 22, 2020 Generali Investments Season 1 Episode 7
The Spotlight - Generali Investments Podcast
Almost there: what to expect from US elections
Chapters
The Spotlight - Generali Investments Podcast
Almost there: what to expect from US elections
Oct 22, 2020 Season 1 Episode 7
Generali Investments

Moderator:
Anna Maria Reforgiato Recupero, Head of Strategic Investors Group at Generali Investments 

Panelists:
James Politi, World Trade Editor at  Financial Times (Washington DC)
Vincent Chaigneau, Head of Research at Generali Insurance Asset Management (Paris)
Peter Marber, ​​CIO for Emerging Markets at Aperture Investors (New York)

***

With the 2020 US Elections fast approaching, Generali Investments invited experts to assess potential market impacts and scenarios resulting from the upcoming event.​  This podcast is a unique opportunity to share different perspectives and to discuss key topics, including impacts on the world political and trade balance, consequences on financial markets with a focus on Europe and the future of emerging economies highly connected to the US.

Here below are the key topics discussed during the panel:

01' 46'' - Who is going to win the elections?
07'49'' - Would a Biden win be good or bad for markets and for the business?
10' 00'' - What if Trump gets a second mandate?
14' 55'' - Impact of US elections on markets and portfolios
18'12'' - Relationship with Europe and other countries
23'20'' - Expectations from an Emerging Markets viewpoint
27'17'' – Focus on world trade flows and the dollar
38'16'' - Questions from the audience


Legal information

Show Notes

Moderator:
Anna Maria Reforgiato Recupero, Head of Strategic Investors Group at Generali Investments 

Panelists:
James Politi, World Trade Editor at  Financial Times (Washington DC)
Vincent Chaigneau, Head of Research at Generali Insurance Asset Management (Paris)
Peter Marber, ​​CIO for Emerging Markets at Aperture Investors (New York)

***

With the 2020 US Elections fast approaching, Generali Investments invited experts to assess potential market impacts and scenarios resulting from the upcoming event.​  This podcast is a unique opportunity to share different perspectives and to discuss key topics, including impacts on the world political and trade balance, consequences on financial markets with a focus on Europe and the future of emerging economies highly connected to the US.

Here below are the key topics discussed during the panel:

01' 46'' - Who is going to win the elections?
07'49'' - Would a Biden win be good or bad for markets and for the business?
10' 00'' - What if Trump gets a second mandate?
14' 55'' - Impact of US elections on markets and portfolios
18'12'' - Relationship with Europe and other countries
23'20'' - Expectations from an Emerging Markets viewpoint
27'17'' – Focus on world trade flows and the dollar
38'16'' - Questions from the audience


Legal information