Chanticleer

There’s ‘only one outcome’ that really matters, and it’s not Trump v Harris

Calmer markets mean investors are back to worrying about US politics and the Middle East conflict. But this leading strategist says both fears are overdone.

Updated Aug 7, 2024 – 3.25pm, first published at 11.49am

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Marko Papic, chief strategist at BAC Research, has a very different opening gambit to many of the big-name overseas investors and strategists who visit Australian shores.

“Half of my job is to show up and say, ‘don’t listen to me’,” he says.