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July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

A deeply divided America heads to the ballot box in three months in the midst of a health crisis, a faltering economy, and widespread social unrest. We ask the investment teams how they're positioning to take account of the turmoil and what  November's results could mean for portfolios.

Published 29 July 2020

43 min listen

Richard Edgar

Richard Edgar

Editor in Chief + 8 others

Richard Edgar

Richard Edgar

Editor in Chief

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer

Aditya Khowala

Aditya Khowala

Portfolio Manager

Anna Stupnytska

Anna Stupnytska

Global Macro Economist

Ned Salter

Ned Salter

Head of Equities

Aneta Wynimko

Aneta Wynimko

Portfolio Manager

Charlotte Harington

Charlotte Harington

Peter Khan

Peter Khan

Portfolio Manager

Sumant Wahi

Sumant Wahi

Analyst and Portfolio Manager

Important information is available at the end of this page

Richard Edgar, Editor in Chief, talks to Global Economist Anna Stupnytska; Head of Equities, Ned Salter; and Portfolio Manager Aditya Khowala. With additional contributions from portfolio managers Charlotte Harington, Peter Khan, Aneta Wynimko, and Sumant Wahi.

Ways to listen

  •  Search ‘Rich Pickings’ on your favourite podcast app 
  • Click here to go straight to the podcast in iTunes 
  • Click here to listen to the podcast via the web
  • Click here for this and all past episodes of Rich Pickings
Richard Edgar

Richard Edgar

Editor in Chief

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer

Aditya Khowala

Aditya Khowala

Portfolio Manager

Anna Stupnytska

Anna Stupnytska

Global Macro Economist

Ned Salter

Ned Salter

Head of Equities

Aneta Wynimko

Aneta Wynimko

Portfolio Manager

Charlotte Harington

Charlotte Harington

Peter Khan

Peter Khan

Portfolio Manager

Sumant Wahi

Sumant Wahi

Analyst and Portfolio Manager

  • Asset allocation
  • Opportunities from dislocation
  • Sustainable capitalism
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