Market Volatility and Investment Strategies Ahead of Election

The upcoming presidential election will likely reduce market volatility, urging investors to adopt a balanced strategy.

### Navigating Market Volatility Ahead of the Presidential Election
* 📉 "I believe that volatility will decrease ahead of the presidential election," as the sharp fluctuations seen in August were closely tied to the **increased likelihood of Trump's election**.
* 📊 As we near the end of September, the market has shown slight improvements, but the lead-up to the Chuseok holiday was particularly **chaotic**, impacting **investor sentiment**.
* 📅 Historically, markets tend to recover post-Chuseok, but the burden of the **long holiday and significant events**, such as the Federal Reserve's interest rate decision, have made investors **cautious**.
* 💡 Maintaining a neutral investment strategy is advisable during this uncertain period, especially with **unpredictable election outcomes** that could sway market conditions.
* 📈 While the U.S. market has potential, it experienced a **downturn in August**, and the current situation remains **fragile**, with both U.S. and Korean markets lacking **strong momentum**.
* ⚖ Given the unpredictability of the election results, a balanced portfolio comprising **stocks, bonds, and some gold** is recommended to **mitigate risks**.
* 🔍 The chaotic political landscape, exacerbated by Trump's **unpredictable comments and actions**, necessitates a **vigilant approach to investing** in this turbulent era.
* 🤔 Ultimately, as October approaches, it is crucial to **prepare for uncertainty** by adopting a **balanced investment strategy** rather than making aggressive bets on specific assets.

24년 10월, 지금 주목해야 할 ETF 투자전략

"환율의 미래"와 "프랑스 탐방기" 등 10여권의 책을 쓴, 이코노미스트 홍춘욱입니다. 25년 넘게 이코노미스트 일을 하면서, 반복되는 질문에 답하느라 힘들었는데.. 동영상을 통해 자주 묻는 질문에 대해 쉽게 답하고자 합니다.


*비지니스문의 : hong8706@us-all.co.kr
*강연 문의: https://c11.kr/19l7h


홍춘욱의 경제강의노트

Market Outlook Ahead of the Presidential Election

Volatility is expected to decrease before the presidential election, with August's sharp fluctuations driven by Trump's increased election possibility.

October is anticipated to be challenging, but the market often improves after the Chuseok holiday.

performing well, the local market is struggling to gain momentum, and the upcoming presidential election is influencing the exchange rate.

Market Volatility and the Upcoming Presidential Election

The market rebound was better than in August but still disappointing, with volatility driven by the increased likelihood of Trump's election.

The Federal Reserve's interest rate cut and the Bank of Japan's statement provided some improvement, but the market remains influenced by the upcoming presidential election in November.

It may be wiser to maintain a neutral position in portfolio management, rather than betting on specific assets, due to the uncertain election outcome.

Maintaining a Neutral Stance in the October Market

The speaker is taking a clean break and adopting a neutral position in the October market, having previously advocated for gold but now viewing it as a bubble.

stock market is at bubble levels, while Korea is cheap but lacks momentum.

The speaker suggests a neutral strategy, holding a mix of stocks, bonds, and gold in their portfolio, and expresses concern about the uncertainty of future events, particularly with the potential for an older, clouded-judgment individual to become president.

The Impact of Trump's Actions on the Economy

Trump's reckless comments on Twitter had a significant impact on the stock market, leading to a major crash at the end of 2018.

Despite the turmoil, the global economy was not in a terrible state at that time.

The speaker emphasizes the need for vigilance and a balanced investment strategy in the face of political uncertainty, particularly with October 2024 approaching.