Login
  1. Home
  2. Insights and Research
Insights
Emerging Markets Equities

State of Origin: EM elections, trade and inflation

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

Authors
Nick Robinson
Deputy Head of Global Emerging Market Equities
Bob Gilhooly
Senior Emerging Markets Economist

Duração: 27 Mins

Date: 25/07/2024

In the latest episode of The Emerging Market Equities podcast, Nick and Bob discuss EM and US elections, and how these might affect various EM economies. 

The Emerging Market Equities Podcast

Podcast was recorded on 10th July 2024

You can also listen to this podcast on Apple Podcasts.

Próximos passos

Capacidades em destaque

Oferecemos serviços especializados em matéria de investimento em todas as principais classes de ativos, regiões e mercados de modo a potenciar o investimento dos nossos clientes onde quer que este surja.

Artigos relacionados

Insights4 min Ler

Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region.

Emerging markets income equity: confidence and recovery in Asia
Insights28 min Ouvir

100 days later: are all countries emerging markets now?

In the latest episode of the Emerging Market Equities podcast, Nick talks with Bob to discuss Trump's first 100 days in office.

100 days later: are all countries emerging markets now?
Insights3 min Ler

Emerging markets: equities not surrendering to Trump's trade war

Amid tariffs, supply chain reshuffling and geopolitical tensions, a look at the unexpected post-“Liberation Day” outperformance of emerging markets and Asian equities – and why we believe the investment case for the asset class remains in place.

Emerging markets: equities not surrendering to Trump's trade war
Insights30 min Ouvir

Mission to Mumbai: on-the-ground investment insights

In the latest episode of the Emerging Market Equities podcast, Nick talks with Catriona to discuss her recent trip to India.

Mission to Mumbai: on-the-ground investment insights
Insights5 min Ler

What does a Trump presidency mean for EM equities?

Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

What does a Trump presidency mean for EM equities?
View all articles
Aviso de risco

Antes de investir, os investidores devem avaliar cuidadosamente o objetivo de investimento, os riscos, os custos e as despesas de um fundo. Essas informações e outras informações importantes encontram-se no prospeto e no documento de informações fundamentais destinadas aos investidores (KIID).