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

Optimism high following change of guard

James Johnstone of RWC Partners

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...

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