DWS Insurance Asset Management Conference

Charleston, South Carolina - September 23, 2024

I was delighted to have the opportunity to address this gathering of CEOs and Chief Investment Officers of some of the biggest insurance firms globally. It was a fantastic conversation about the multiple geopolitical challenges today and the many implications of the U.S. elections on the markets. Will Harris win, or will Trump pull off a come-back? Which party will control the Senate, and is there a real chance that the filibuster will be removed if Democrats sweep the White House, House of Representatives, and Senate? What does this mean for tax policy? Health care policy? And where are we going on with the U.S.-China policy, and what exactly is going on inside China today economically, socially, and politically? We covered all of this and much more. Thank you for having me, DWS! You can see my full presentation HERE or via the link below.