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 BCA 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.

James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine.