Macro
The Investment Podcast: The great global election cycle
28 min listen 23 Feb 24
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As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, including the influence of outcomes on fiscal, monetary and climate policy, the impact on asset prices and potential mispricing opportunities.
Speakers:
Anthony Balestrieri, Chief Investment Officer in the Americas;
David Parsons, Head of the Fixed Income Investment Specialist Team;
Maria Municchi, Multi-Asset Fund Manager; and
Claudia Calich, Head of Emerging Markets Debt
Host:
Romil Patel, Global Managing Editor
The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should not be taken as a recommendation, advice or forecast.
