The Galaxy Lens
Join us for a conversation on the upcoming November elections — what each outcome could mean for markets, and how our team is thinking about positioning through the uncertainty.
With the election just weeks away, investors are weighing how either outcome might shape policy, market sentiment, and asset prices in the months ahead. Our speakers will bring three distinct lenses — portfolio management, credit markets, and prediction markets — to the conversation.
What We'll Cover
Scenario Planning
What may change, and what may not, under either election outcome, and how markets are pricing that uncertainty today.
Reading the Signals
How prediction markets are reflecting real-time shifts in expectations, and what that data may tell (and may not tell) investors.
Positioning
How our team is thinking about portfolio positioning into and through the vote, and where we’re seeing potential opportunity and risk in credit.
Speakers
Joe Armao
Senior Portfolio Manager
Beimnet Abebe
Head of Credit Trading
Gil Wassermann
Head of Prediction Markets