OMAM CEO Bain Sees Three Factors Driving U.S. Economy

The video discusses the economic troika of public, private, and regulatory sectors, highlighting the Fed's role. It examines the impact of the Lehman anniversary and Trump's speech on regulatory relevance. The discussion shifts to election uncertainty, suggesting investment strategies rooted in volatility. The potential impact of a new presidency on deficits is analyzed, with a focus on Trump's and Clinton's plans. Finally, the video explores market volatility and re-rating, emphasizing the importance of Congressional elections.

What are the three core components driving activity in the States as discussed in the video?

• Public sector political activity, private sector regulatory activity, and economic activity

• Public sector economic activity, private sector political activity, and regulatory activity

• Public sector regulatory activity, private sector economic activity, and political activity

• Public sector political activity, private sector economic activity, and regulatory activity

How does the video suggest investors should prepare for the upcoming election?

• By designing strategies rooted in volatility

• By avoiding any market activity

• By investing heavily in technology stocks

• By focusing on long-term investments

What is the potential benefit of market volatility for active managers?

• It enables active managers to generate active alpha

• It stabilizes the market

• It reduces the need for stock selection

• It allows for better passive index strategies

What is a key concern regarding the potential impact of a new presidency on the market?

• Lower interest rates

• Decreased foreign investment

• Greater deficits and deficit spending

• Increased regulation

According to the video, what might limit the power of the new president?

• State governments

• The Federal Reserve's policies

• The checks and balances in the U.S. political system

• International trade agreements