2024-07-25 03:40:00 ET
Summary
- Previous episodes of politically induced volatility have translated to important opportunities for alpha generation.
- EM countries should be less directly exposed to higher tariffs, given the significant growth in intra-EM trade.
- We do not believe the outcome of the U.S. presidential elections will change our expectation for lower global rates and improved liquidity conditions in the second half.
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U.S. Elections: What A Trump Win Would Mean For Emerging Markets Debt