Economic uncertainty amid inflation, elections, and market volatility

In this episode of Expert Conversations: Unpacked, we explore key capital markets themes as year-end approaches, focusing on inflation and fiscal policy, as well as concerns for voters in the 2024 elections. Join Casey Irwin and Tom Miller as they discuss central bank strategies and emphasize proactive management for clients navigating an evolving market. Jump to a topic: 0:00 Introduction to Expert Conversations: Unpacked 0:26 2024 key client questions 1:11 Impact of global elections on markets 2:01 Cost of living crisis 2:34 Fed's balancing act 5:47 Interest rates and economic indicators 7:10 November 2024 election 8:32 Fiscal policy and long-term market effects 11:13 Proactive risk management for clients 13:29 Energy sector 14:54 What clients should be thinking about 15:38 Clients and the upcoming U.S. election 17:34 Client behavior and rate cuts 18:48 Election impacts on investments 20:03 Market behavior 21:50 Final thoughts and closing remarks Show notes: Semiannual Market and Economic Update: https://access.chathamfinancial.com/m... Navigating 2025: Key Trends and Strategies in Capital Markets: https://access.chathamfinancial.com/w... Chatham Financial website: https://www.chathamfinancial.com/ Provide feedback: https://www.chathamfinancial.com/insi... About our speakers: Casey Irwin, Managing Director of Strategic Account Management at Chatham, ensures that clients with broad and complex needs are served with excellence. Prior to her current role, Casey worked on the Global Real Estate Valuation team, providing fair values of debt assets and liabilities for real estate funds, as well as on the hedging team to advise real estate and private equity clients on interest rate and foreign exchange risk. Dr. Thomas Miller, Chief Executive Officer and Chief Investment Officer of Union Square Capital Partners, focuses on USQ's interval fund strategies. Previously, he was Head of Manager Research at Nationwide Investment Management Group and a product manager at Delaware Investments. Disclaimers: This material is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. It is being provided merely for illustrative and educational purposes and to provide a framework to assist in the implementation of an investor’s own analysis and an investor’s own view on the topic discussed herein. The information and opinions expressed are as of the date indicated, and may change as subsequent conditions vary. USQ does not undertake or accept any obligation or undertaking to update this video in the event that circumstances change in the future. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by USQ to be reliable, but are not all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions is accepted by USQ, its officers, employees, affiliates or agents. Reliance upon information in this material is at the sole discretion of the reader.