With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.