Although there is much talk of de-dollarisation and the rise of China, the United States remains the single biggest economy in the world – and one that continues to matter. Its decisions on interest rates, tariffs and consumer purchases, among others, affect investors globally. For that reason, the election on 05 November is of supreme importance to South African investors – or is it?

Join us for our Q4 webinar where we will discuss the impact of the US election, as seen by global investment professionals. We will be joined by Beata Harasim (Senior Investment Strategist) from the Blackrock Investment Institute, Neil Padoa (GEM portfolio manager) from Coronation and Gareth Witcomb (MD and senior portfolio manager) from JP Morgan Asset Management. In addition, we will have a direct chat with two advisors used to dealing offshore investment matters on behalf of their clients.

Learning outcomes

• Unpacking the immediate and longer-term effects of the US election on global markets
• Understanding how different asset managers interpret and include geopolitics within their investment decision-making processes
• Determining links and dependencies between South Africa and other economies
• Learning about the advantages and disadvantages of being located in South Africa when investing globally