Wednesday, June 26, 2024
11:00 AM EDT | 4:00 PM BST | 8:00 AM PDT
During the webinar, Paul Beland, Moderator, Head of Equity Research, CFRA's Chief Investment Strategist, Sam Stovall, CFP, and Washington Analysis Senior Political Analyst Joe Lieber provided insights into the first half of 2024, highlighted performance expectations for the second half of 2024, and analyzed how current conditions may reinforce or modify traditional election-year enthusiasm.
In addition, they discussed election scenarios that could shift the House and impact the market, as well as winners and losers in Biden's or Trump's Administration.
During this webinar, we reviewed:
- The outlook for the second half of 2024 and potential market trends
- Looked at insights into the traditional election-year market patterns
- Examined election scenarios that could influence market trends
Presented by:
- Paul Beland, CFA, Moderator, Head of Equity Research, CFRA
- Sam Stovall, CFP, Chief Investment Strategist, CFRA
- Joe Lieber, Senior Political Analyst, Washington Analysis, A CFRA Business
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.
Joe Lieber
Director of Research and Political Analyst, Washington Analysis
Joe Lieber is Director of Research and Senior Political Analyst at Washington Analysis. In this capacity Mr. Lieber analyzes political and legislative issues originating in Washington, D.C. that have the potential to impact overall sentiment in the financial markets. Mr. Lieber also handicaps national elections, and has direct policy analyst responsibility for matters involving budget, taxes, transportation, gaming, and other one-off issues as they come up.
Mr. Lieber joined Washington Analysis as a Political Analyst in 1995. Prior to joining the firm, he began his career in 1991 with GOPAC as Deputy Political Director. From late 1991-1995 Mr. Lieber was employed in the US Senate as Policy Analyst for Sen. Don Nickles at the Senate Republican Policy Committee (RPC).
Mr. Lieber received his B.A. in Economics and Political Science in 1990 from the University of Oklahoma, and earned a M.A. in International Transactions in 1994 from the George Mason University. Mr. Lieber appears from time-to-time on CNBC, Bloomberg TV and other business outlets.
