Insights > 2024 Election insights
Prepare your portfolio for an election year.
Education > 2024 Election insights
Prepare you portfolio for an election year.
The election has already taken over the news cycle, but how will it affect markets? Our political and economic experts join together to offer the latest on where policy change is expected, and how it may impact key opportunities.
Chief U.S. Economist,
FS Investments
Lara analyzes developments in the global and U.S. economy and financial markets. She is a frequent contributor to major news outlets including Bloomberg, The Wall Street Journal and CNBC.
Head of Public Policy,
FS Investments
Jason leads the firm’s public policy and government affairs efforts. He brings extensive experience in government, including a decade in the U.S. House of Representatives.
Lara Rhame
Chief U.S. Economist
Jason Cole
Head of Public Policy
Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.
We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.
We examine what investors need to know about potential changes in domestic policy, international relations, and debt and deficit dynamics.
This week’s chart highlights perceived market drivers over the next 30 days. Notably, the downside drivers outweigh the upside.
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.
Our experts dive into their outlooks for macro and markets in the third quarter.
Jason Cole, Head of Public Policy, and Chief U.S. Economist Lara Rhame delve into the upcoming election and its potential impacts on markets.
The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.
Head of Public Policy Jason Cole joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.
Get answers on election-related events, resources and more: eventquestions@fsinvestments.com.