Trumpeting emerging markets

This report by Pictet, authored by Christopher Preece, analyzes the impact of Donald Trump’s re-election on emerging markets and the long-term opportunities for fixed income investors.

• Short-Term Volatility: Trump’s trade policies and tariffs may initially disrupt emerging markets, increasing currency and debt pressures.  
• Long-Term Benefits: A weakening U.S. dollar and deteriorating U.S. fiscal balance are expected to enhance emerging market competitiveness and sovereign debt appeal.  
• Structural Strength: Improved institutional credibility and favorable demographics position emerging economies for sustained growth and investment inflows.  

For a comprehensive analysis of these dynamics and actionable strategies, access the full report.