Macroeconomics and politics
The Investment Podcast: The great global election cycle
28 min listen 4 Mar 24
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
