Markets

2024 U.S. Elections: Market Impact

01.23.24

In this episode, we dig into the potential effects of the upcoming 2024 U.S. elections analyzing the potential impacts, risks, and opportunities for investors.

When do markets typically start to focus on the election?

Will this year be different?

Which policies and scenarios might be most impactful for markets?

What is CAPSTRAT’s process for predicting the outcome and preparing portfolios?

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Mike Rarey, CFA

Principal, Chief Investment Officer

Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.

Michael Warford, CFA

Principal, Director of Finance and Administration

Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.