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Politics, Policies, and Portfolios: How Major Elections Are Moving Markets
With an unprecedented 77 countries and nearly half the world’s population headed to the polls in 2024, we’re watching how key elections are driving markets and influencing portfolios.
The US in Focus: Winds of Change
Investment Strategy Insights: How the US Election Will Drive Risks to Asian Trade
A potential Trump reelection presents a complex scenario for global markets, particularly in Asia. We would expect global trade to see a negative effect overall, with China feeling the biggest impact.
Capital Market Line: The Political Pendulum Swings Forward
Ongoing policy distortions are simultaneously driving our flatter CML while creating dispersion opportunities, and AI is likely to amplify these effects. These trends argue for being more selective about the markets, sectors, and currencies one diversifies into over the next five years.
How the US Election Could Affect Latin American Corporate Debt
We explore how the 2024 US election might shape Latin America’s credit markets, including the critical role of the US-Mexico relationship and how it could shift post-election.
Regional Insights: Elections Around the World
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