ElectionWatch 2024
Investment insights on the US elections as we count down to November
The race, the world, and investments
The race, the world, and investments
Watch the replay of the 4 April livestream
About the event
With enough delegates secured to win the major party nominations, the presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. What are the implications of their policy proposals? How will events abroad impact politics at home? And what does it all mean for investments?
Part 1 of this conversation breaks down the state of the race, part 2 examines the geopolitical landscape as we approach November, and part 3 discusses the implications for the economy and financial markets.
Solita Marcelli | Host
Chief Investment Officer Americas, UBS Global Wealth Management
Frank Kelly | The race
Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS
Mike Rogers | The world
Former Director of the National Security Agency
David Rubenstein | Investments
Co-Founder of The Carlyle Group
UBS Road to the Election
UBS Road to the Election
Global perspectives
9 May 2024
Episode 10 | How do international investors view US politics? Paul Donovan, Chief Economist, UBS Global Wealth Management, shares a broad perspective of the often-sensationalized US elections and how perceptions of the global economy play into that view.
Tune in for new episodes on Thursdays at 4:30 p.m. ET
We’ll continue to sit down with research analysts and political experts to examine key topics in the 2024 US election. You’ll find our most recent conversation here, but there are more to watch.
Mark Haefele and Marko Papic
Mark Haefele and Marko Papic
A special conversation on the US elections
With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group
A note on NATO
With Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, and Marko Papic, Chief Strategist at Clocktower Group
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