331: US elections, equity rotation, and a major celebration – Market Talk

How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia?  This podcast is hosted by Frances Watson, Senior Content Manager. All data is sourced from Eikon as at 22 July 2024 unless otherwise stated. For professional investors only. Capital at risk.