Biden in the White House: What does it mean for emerging market investors?

Optimism high following change of guard

clock
James Johnstone of RWC Partners
Image:

James Johnstone of RWC Partners

The next four years in the White House will undoubtedly be very different from the previous four years. Donald Trump has departed, along with his random tweets, indiscriminate tariff threats and ill-considered military pressure on countries such as North Korea and Iran.

The Democratic Party, world leaders, the Republican establishment, business leaders and investors are all happy to embrace a new chapter. Five active US equity funds offering the most alpha since Trump's election The Biden administration so far looks very much like the Clinton and Obama administration with moderate democrats in office. Biden's focus will be global leadership, partnering with allies, climate change, and infrastructure with a focus on technology and equality for all Americans. The continued easy monetary and fiscal policy will continue to put pressure on the dolla...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Transitioning to a new paradigm

Ritu Vohora, Investment Specialist, Capital Markets at T. Rowe Price
clock 23 June 2022 • 2 min read
Amazon shares are down 40% from its peak

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Offered to both institutional and retail investors, the portfolio is a new sub-fund of the Luxembourg UCITS Goldman Sachs Funds SICAV.

Goldman Sachs AM launches emerging markets ex-China equity fund

Benchmarked against MSCI ex-China index

clock 21 June 2022 • 1 min read
Trustpilot