2024 Election: What Investors Need to Know
The evolving political landscape could influence your financial strategy.
Here’s how to stay focused.
CE Webinar: Live Sept 6, 2024 @ 1PM EDT
CE Webinar: Title TBD | Live: Sept 6, 2024 @ 1PM EDT
Explore 4 policy areas most important for investor outcomes
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For investors, the market impact of elections is about real policy change – not politics.
Key policy differences between Democrats and Republicans in the 2024 U.S. Election
SPECIAL PODCAST SERIES
Market Matters: Ballots, Bulls, and Bears
JULY 29, 2024
2024 Election: Policy, not Politics
In this episode: The 2024 election season is already shaping up to be one of the wildest in history. Lauren Goodwin and Michael LoGalbo share how investors can focus on policy, not politics when it comes to what could drive markets.
Check back for future episodes: What will NOT change, how lobbying works, trade policy and global impacts, tax policy and municipal markets, and more!
Lauren Goodwin
Chief Market Strategist,
New York Life Investments
Michael LoGalbo
Global Market Strategist,
New York Life Investments
Tax policy: The next president will face the expiration of the 2017 tax cuts
Key investor questions:
- Will the state and local tax (SALT) deduction cap increase?
- Which sectors are most exposed?
- What is the impact to municipal bonds?
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
Tax Cuts and Jobs Act of 2017
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
Immigration: Voters expect the next president to address issues at the southern border.
Key investor questions:
- What impact does legal immigration have on the labor market?
- How has immigration impacted growth and inflation?
- Who bears the fiscal burden of illegal immigration?
Trade policy: So long to the free-trade policies of the past.
Key investor questions:
- Are tariffs taxes?
- How do proposed tariffs intersect World Trade Organization (WTO) rules?
- Could Trump pull U.S. from NATO?
- Which countries are most vulnerable?
Podcast: Trade and the European perspective
Coming soon
US-China tariff rates toward each other and rest of the world
Podcast: Trade and the European perspective
Coming soon
Industrial policy: Spending and regulation drive meaningful sector impacts.
Key investor questions:
- What are the future prospects for the Inflation Reduction Act (IRA)?
- What are the respective implications for focus sectors – technology, healthcare, financial services?
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we've seen that when guidance, advice, and partnership converge - something truly special happens.
Does It Matter to the Market Who Wins the White House?
During election years, the focus is on the political horse race, but after the final poll closes, how does the market perform under Republican and Democratic presidents? Find out more.
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Understanding potential policy implications in the upcoming election remains crucial. Here’s how to stay focused.
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