Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election.  Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The composition of Congress - a clean sweep or not? 4:00 Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00 Will Trump repeal the Inflation Reduction Act? 10:00 Why Trump's big tariff plans could only be a threat: 12:40 How will investment markets react to a Trump or Harris win: 18:00 Foreign policy & implications on Europe: 20:50 Episode summary: 22:00 More about Antipodes Partners: https://antipodes.com/