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.
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