Podcast channel
Podcast channel
Almost there: what to expect from US elections
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)
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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