State of Origin: EM elections, trade and inflation

Fund centre
Explore fund information, pricing and performance details.
View all funds
Portfolio holdings
Sustainability-related disclosures
Asset classes
Explore our investment products and solutions across asset classes
All asset classes
Active equities
Alternatives
Fixed income
Multi asset
Private markets
Quantitative investments
Real estate
Solutions
Bespoke investment solutions to meet clients needs or problems
Solutions
Insurance
Themes
Invest today in what’s shaping tomorrow
Income investing
Thematic Investing
Digital assets
Sustainable development goals
Our offerings
View our sustainable investing solutions and how we integrate ESG factors into our investment research.
Approach and solutions
Sustainable development goals
Sustainability Insights
Explore our thought leadership on environment, social and governance themes. See how they may impact your investment decisions.
Climate change
Environment
Governance and business ethics
Social
Cross ESG themes
The Sustainability Inspires Podcasts
Governance and leadership
Find out more about our governance and leadership structure, designed for accountability and transparency in our sustainability research and solutions.
Sustainability team and resources
Sustainability Institute
Active ownership
Read about our active ownership, which includes active engagement and proxy voting.
Active ownership
Proxy voting
Document library
Find our latest detailed policies, position statements and voting & engagement reports in our document library.
Document library
Insights
Digestible insights offer our investment opinions and views on asset classes, strategies, markets, and sustainability.
All Market insights
Equities
Fixed income
Real assets
Multi Asset
All sustainability
Global Macro Research
Innovative macro research on the big economic, policy, political and behavioural themes shaping the investment landscape.
All Global Macro Research
Politics and policy
Economics research
Economic forecasts
About us
We're here to help you achieve your clients investment goals and broaden their financial horizons
Who we are
Policies and governance
News
Contact us
Find out how you can get in touch with one of our dedicated teams
Contact us
Email preferences

In the latest episode of The Emerging Market Equities podcast, Nick and Bob discuss EM and US elections, and how these might affect various EM economies.