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Post-Election Podcast with Duff & Phelps Co-CIO

David Grumhaus - Color Bkgrnd - 400x400

David D. Grumhaus, Jr.
Co-Chief Investment Officer, Senior Portfolio Manager
Duff & Phelps Investment Management

David Grumhaus provides his latest post-election thoughts, focusing in on Duff & Phelps’ real estate strategies. In this timely podcast, Grumhaus discusses how election results may affect stock and bond markets, along with opportunities in global real estate markets with Virtus’ Chief Market Strategist, Joe Terranova.

Highlights from the discussion include:

  • What’s on and off the table in terms of legislative policy
  • Less stimulus could mean lower yields and inflation expectations
  • Global REITs and the digital revolution
  • What California ballot initiatives mean for the market
  • Opportunities in dislocation
  • COVID rally, what to expect

Listen Now

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