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Election Watch
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
How Trump’s Return May Drive Asset Class Positioning in 2025
How will Trump’s positions in five key policy areas move asset markets in 2025? We look at the impact for equities, credit, and multi-asset portfolios.
Investment Strategy Insights: How Trump 2.0’s Tariff Policy Could Reshape the Corporate Landscape
The larger-scale tariff proposals in a second Trump term could make it harder for companies to adapt without taking a financial hit, though negotiations could ultimately result in compromise.
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
31 January 2024
Multi-Asset
Investment Strategy Insights: A Pivotal Election Year Will Reshape the Global Political Landscape
Related Insights
17 December 2024
Fixed Income
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