Conning ConnText Podcast:
Quarterly Investment Outlook
Conning ConnText Podcast: Quarterly Investment Outlook
The Conning ConnText podcast is our quarterly update, hosted by Rich Sega, Conning’s Global Chief Investment Strategist.
As if the year 2020 wasn’t tumultuous enough, it will end with an intense, passionate presidential election. Rich tries to assess the potential outcomes once voters have their say in November. The three most likely political outcomes appear to be: status quo, a new president with a split U.S. Congress, and a Democratic sweep of the presidency, House and Senate. What does each outcome mean for markets? Rich offers his insights.
He is joined by Karel Citroen, Head of Conning’s Municipal Credit Research team and lead author of the firm’s State of the States report, an annual review of state credit quality. Karel discusses how COVID-19, state credit quality and elections may affect various states. As he notes, not all states will be affected equally.
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