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The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds light on how November’s winner could shape the overall direction of these relationships.
With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and inflationary risks for investors?
Published 11/22/24
Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an overcast of looming uncertainty?
Published 11/21/24