Trump v Kamala: What a win for either party will mean for markets

We are only a week away from the US election - and it's arguably still anyone's guess who could win. 

Currently, betting markets have former US President Donald Trump at a 59% chance of winning a second term next week. That's despite Democrat nominee Kamala Harris leading in some of these same betting polls just one month ago. 

So, what would a Trump second term mean for markets? Or if Kamala pulls off the win, how should investors position their portfolios? 

In this episode, Livewire's Ally Selby was joined by Magellan's Arvid Streimann and Antipodes' Jacob Mitchell for a deep dive into the US election and its impact on investors. 

They discuss the macro forces that could shift as a result of a new administration or the status quo, the sectors and stocks that could benefit and suffer as a result of a Democrat and a Republican administration, and cast their prediction of who will become the next president of the United States. 

Note: This episode was recorded on Wednesday 23 October 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/trump-v-kamala-what-a-win-for-either-party-will-mean-for-markets