Emerging markets in 2017: politics, macroeconomics – which will prevail?

Presented by

Xavier Hovasse, Head of Emerging Equities, and Charles Zerah, Fixed Income Fund Manager

About this talk

As this new year gets under way, emerging markets are caught between conflicting forces. On the one hand, they benefit from a revival in developed world manufacturing, rising commodity prices and improved domestic economic indicators. On the other hand, Donald Trump’s entry into the White House, along with his statements on international trade, casts something of a shadow over this promising outlook for emerging markets. Against this mixed backdrop, how is 2017 shaping up for emerging markets?

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