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Emerging markets: From rate cuts to election uncertainty

We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.

Authors
Devan Kaloo
Global Head of Equities
Paul Mohr
Paul Mohr
Senior Director, US Institutional Business Development
Emerging markets: From rate cuts to election uncertainty

Duration: 15 Mins

Date: Oct 09, 2024

“The US election has certainly some big implications for emerging markets.”

In the latest Quarterly Perspectives podcast, abrdn’s Head of Global Equities Devan Kaloo joins host Paul Mohr to discuss the recent quarter's highlights and provide an outlook for emerging markets as an asset class, focusing on emerging market equities.

Devan and Paul first recap the third quarter, including the US Federal Reserve’s recent rate cut and performance, before looking ahead at the upcoming US presidential elections, the Middle East conflict, and potential market volatility.

Tune-in to listen to our Quarterly Perspectives episodes on Spotify and Buzzsprout.

Important information

Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.

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