EM Fund Stock Picks & Country Commentaries (November 10 2024)
EM Fund Stock Picks & Country Commentaries (November 10 2024)
US election impacts, China (not software) is eating the world, “infamous” Greek/Marshall Islands shipping sector, Vietnam masters East Asia blueprint, what makes India exciting for investors, etc.
As of early November, there are not many new fund updates (also see our continuously updated post containing all funds is here) as everyone was no doubt distracted by the US elections and producing research pieces about how those results will impact various investments:
🔬🌐 Election 2024: Market Impacts (Allspring)- After this week’s momentous U.S. election results, Allspring’s investment experts share their perspectives on what to expect for fixed income and equity markets going forward.
🔬🌐 Trump 2.0? (DWS) - Trump trade of recent weeks looks set to continue.
🔬🌐 Trump’s Win Could Accelerate Macro Trends Already in Motion (Hartford Funds) - Thoughts on the market implications after Donald Trump’s decisive victory.
🔬🌐 What Trump’s win may mean for the markets and economy (Invesco) - Based on his campaign pledges, here are some things we’ll be watching for from President-elect Donald Trump and what they may mean for the economy and markets.
🔬🌐 Trust View: A win for Republicans boosts US stocks (Janus Henderson) - Marc Pinto, Head of Americas Equities, and Lucas Klein, Head of EMEA and Asia Pacific Equities, say a surprisingly straightforward U.S. election could provide additional momentum to U.S. stocks through the end of 2024. But it remains to be seen how policy will impact future earnings—the real driver of long-term returns.
🔬🌐 After the voting: economic, investment and portfolio construction implications of the 2024 election (Nuveen) - To help our clients think through potential policy implications, we offer post-election insights from Nuveen’s Global Investment Committee, together with insights from across our investment teams, our Government Relations group and other investor education teams.
🎬🌐 PGIM has this webinar: Beyond the Ballot: Market Implications from the U.S. Election (33:59 Minutes)- With the 2024 election set to reshape the power structure in Washington, PGIM gathered a panel of experts to examine the post-election outlook for investors. Our panelists discuss:
The incoming Trump administration’s potential economic and regulatory agenda
U.S. policy’s impact on the global economy, including trade flows and macro conditions in Europe
Election implications for interest rates and credit conditions
Investment risks and opportunities in the post-election environment
🔬🌐 Robecco has this blog with short posts reacting to election results: US Election: Market Commentary - Welcome to our blog with market reactions and in-depth analysis of global equities, government bonds and currencies as the US election results unfold.
🔬 2024 US Election Outcome: Implications for Investors (Schroders) - Schroders’ experts share their longer-term views on what a second Trump administration could mean for the US economy and world trade, global equities, fixed income, and the energy transition.
Wellington Management has these pieces: