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Episode 6: The Presidential Election and your portfolio
Season 1
Episode 6
Published 1 year, 6 months ago
Description
In this episode of Market Matters, Jim Hayett, Portfolio Manager and President of Morgan Alley Wealth Management, dives into the economic and market implications of the upcoming U.S. presidential election. With both Donald Trump and Kamala Harris neck and neck in the race, and control of Congress on the line, Jim examines potential impacts on key sectors depending on the election outcome. Will a Trump win boost industrials and energy, or could a Harris administration favor utilities and consumer staples?
Before exploring election scenarios, Jim reviews last week’s market performance, covering the S&P 500's decline and the earnings momentum of the “Magnificent Seven” stocks like Alphabet, Meta, and Apple. Whether you’re navigating election fears or seeking clarity on possible sector outcomes, this episode offers timely insights to help you make informed investment decisions.Tune in for essential guidance on how this high-stakes election could influence your portfolio—and what to keep in mind as election results unfold.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
Before exploring election scenarios, Jim reviews last week’s market performance, covering the S&P 500's decline and the earnings momentum of the “Magnificent Seven” stocks like Alphabet, Meta, and Apple. Whether you’re navigating election fears or seeking clarity on possible sector outcomes, this episode offers timely insights to help you make informed investment decisions.Tune in for essential guidance on how this high-stakes election could influence your portfolio—and what to keep in mind as election results unfold.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.