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Free Talk

In our latest edition of Free Talk, we shine a light on the U.S. and its capital markets to reveal what investors can do to navigate the political risk of the U.S. election.

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From Political Risk to Political Alpha – Navigating the U.S. Election

2024 has been a big year for elections across the globe. But it's not over yet. As the U.S. presidential race gains momentum, we pause to examine how investors can navigate the political risk of the U.S. election. Historically, U.S. elections have often created more 'noise' than fundamental shifts in capital markets. Will this election be any different?

Watch our fixed income expert series 'Free Talk' as we assess the influence of news flow and polls, discuss the impact a red or blue win could have on fixed income markets, and reveal how fixed income portfolios could be positioned to turn U.S. political risk into political alpha.

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Join our host, Amanda Stitt, Portfolio Specialist in the Fixed Income Division, along with our senior fixed income experts—Arif Husain, CIO and Head of Global Fixed Income; Ken Orchard, Head of International Fixed Income; Paul Massaro, CIO and Head of Global High Yield; and Anna Dreyer, Portfolio Manager, Fixed Income—on the replay of 'Free Talk,' our bi-annual webinar series where they discuss the topics that matter most to investors.

Webinar transcript
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Hi, I'm Amanda Stitt, Fixed Income Portfolio Specialist at T. Rowe Price.

In our latest edition of FreeTalk, our biannual fixed income webinar, we'll focus on the U.S. and U.S. capital markets as we head towards the November 5th election.

From political risk to political alpha, we'll examine how investors can navigate the political risk of the U.S. election. We'll asssess the influence of news flow on polls, and ask what the impact of a red or blue win will have on fixed income markets. With nearly half of the world's population having cast their votes in various elections, the U.S. election stands out as the main event on the global political calendar. 

Now, historically, U.S. elections have often created more noise than fundamental shifts in capital markets. Will this election be any different? And how should fixed income portfolios be positioned to turn U.S. political risk into political alpha? 

Please register on the link below to find out.

 

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Unlocking the Key Themes

Portfolio specialist and host, Amanda Stitt, summarises the key themes covered in the Free Talk panel discussion.

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Video

Key themes with Portfolio Specialist Amanda Stitt

Portfolio Specialist, Amanda Stitt, summarises the key themes that has been discussed during our bi-annual Fixed Income webinar series, Free Talk, on Tuesday 8th October.

Video transcript

Introducing T. Rowe Price's Expert Panel

Arif Husain, CFA®

Head of Global Fixed Income and CIO

Paul Massaro, CFA®

Head of Global High Yield and CIO

Anna Dreyer, CFA®

Portfolio Manager, Global Fixed Income

Kenneth A. Orchard, CFA®

Head of International Fixed Income

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U.S. Election Countdown

U.S. voters go to the polls on Tuesday 5th November to choose their next president. As the Republicans and Democrats prepare to do battle, our team of experts assess the key policies and the potential impacts on the economy, financial markets and investment portfolios.
 

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