Ron Temple talks portfolio positioning leading into the US election
In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events.
We dive deep into:
The US macro outlook and Federal Reserve's policy in light of recent inflation and employment data.
Portfolio positioning ahead of the 2024 US election and potential market volatility.
The impact of election outcomes on market dynamics, including what to…
The skinny
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