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Stephen Dover

CHIEF MARKET STRATEGIST HEAD OF FRANKLIN TEMPLETON INSTITUTE

NEW YORK, NEW YORK - JULY 22: Traders work on the floor of the New York Stock Exchange (NYSE) on July 22, 2024 in New York City. Markets were up in morning trading as the world reacted to the news that U.S. President Joe Biden has ended his re-election campaign and endorsed Vice President Kamala Harris. Spencer Platt/Getty Images/AFP (Photo by SPENCER PLATT / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)

2024 US election – implications for investors

US Federal Reserve chair Jerome Powell, at the press conference following the FOMC meeting, may have provided hints at how the committee is thinking about future monetary policy changes.

WEALTH & INVESTING

Fed hawks will fly lower – eventually

Look for where growth and earnings are likely to surprise to the upside, and in 2023, many signs are pointing towards China, and the economies that benefit from China’s recovery.

The dangers of inertia

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