Wednesday, September 25, 2024
1:00 PM EDT | 10:00 AM PDT | 6:00 PM BST
During this session, Global Head of Research - Wealth Management, Paul Beland, CFA, led a discussion featuring CFRA's Chief Investment Strategist, Sam Stovall, CFP, and Washington Analysis' Director of Policy Sector Research, Rob Rains.
They provided insight and analysis of current market conditions, pinpointed industry winners and losers under a Democratic or Republican-controlled House, and analyzed the key factors that could influence the election outcome and drive market growth or volatility.
This session highlighted:
- Market Analysis: A comprehensive overview of the latest market conditions, including key trends, risks, and potential catalysts for change as we approach the end of 2024
- Opportunity Identification: Navigate a volatile environment and review financial strategies that are aligned with the most current market
- Industry Outlook for 2025: Identify industries with growth potential
- Election Insight: Policy changes under Democratic or Republican administrations and the impact on markets
- Election Outcomes: Review the potential impacts of various election outcomes on financial markets
Speakers
Paul Beland, CFA
Moderator, Global Head of Research - Wealth Management
Paul Beland, who holds a CFA designation, is currently serving as the Global Head of Research - Wealth Management at CFRA. Before joining CFRA in 2017, he worked as a sell-side equity research analyst for over ten years with Citigroup and Lazard Capital Markets in New York City. During his tenure, he covered various sectors, including Accounting and Valuation, Education Services, and Media. He completed his Bachelor of Arts in Economics with honors and distinction from the University of North Carolina at Chapel Hill. Additionally, he is a CFA charterholder.
Sam Stovall, CFP
Chief Investment Strategist
Sam is Chief Investment Strategist. Sam Stovall is an analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook.
Rob Rains
Director of Policy Sector Research
Rob Rains is the Director of Policy Sector Research at Washington Analysis and the lead energy and utilities analyst. His work focuses on gas-and-electric utilities, power generation, renewables, and energy infrastructure. Prior to joining Washington Analysis, Rob worked for Capstone, another policy analysis firm. Before Capstone, Rob spent five years as a Sr. Government Relations Representative for the American Society of Mechanical Engineers (ASME), a trade association and global technical standards developer, focusing on energy and environmental issues. Rob began his career on Capitol Hill, working for Congressman Brian Baird and Congresswoman Stephanie Tubbs Jones. Rob earned his JD from The Catholic University of America and holds a B.A. in Political Science and English Journalism from Miami University (Ohio).
