Interest rates, AI and the upcoming US election

It’s been a very busy year for the US sharemarket.

The S&P has rallied another 15% in 2024, but we’ve seen a bit of volatility creep in of late as some of the AI-related higher growth companies have come under pressure.

We’re also on the cusp of the first rate cut this cycle from the Federal Reserve, and the US presidential election is now less than two months away.

Mark Lister, Investment Director, spoke with Fiona Harris, Managing Director and Investment Specialist, J.P. Morgan American Investment Trust about all of this and more.

Watch their discussion and hear Fiona’s thoughts on the outlook for the US market, and how the portfolio is positioned right now.

Mark Lister – Investment Director, Craigs Investment Partners
Fiona Harris – Managing Director and Investment Specialist, J.P. Morgan American Investment Trust

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