The US election and everything else shaping global equities and emerging markets in 2025
As the biggest global election year in history comes to a close, we are seeing new opportunities – and risks – develop for global equities and emerging markets investors.
Watch our on-demand with Pendal Global Emerging Markets Opportunities fund manager Ada Chan and Pendal Global Select fund manager Chris Lees.
Drawing from almost 60 years of combined experience, Ada and Chris will explain:
- Which sectors are likely to win or lose from a Trump or Harris victory
- The outlook for China, including scenarios for heavier US tariffs
- New and familiar global equities themes likely to dominate in 2025
- How elections in Mexico, India and Indonesia have affected the EM landscape
- Where the AI and tech themes are headed
- How the US dollar outlook will affect emerging and developed markets
Please register through the form above to access the webinar.
CPD accreditation will apply to qualified attendees.