America votes. Markets react. How could the midterm elections impact investors?

Explore how the US midterm elections could shape financial markets and the global economy in this conversation between Renée Friedman, EXANTE Global Head of Research, and Dr Arnab Das, Co-founder of GeoLogica Strategies.

Das discusses what the midterms could mean for Trump's domestic agenda and how the results could affect US trade policy and relations with China, Europe and other regions.

5 things you’ll get from this talk

• Assessing the economic and political impact of the midterms
• Understanding the outlook for US tariffs and global trade
• Exploring the prospects for AI regulation
• Assessing geopolitical risks to inflation and bond yields
• Examining the outlook for the US dollar

You'll also hear Das discuss the AI investment boom, the conflict involving Iran, the war in Ukraine and its implications for European stocks and US-China relations. He answers questions from the audience too.