Top of the Morning: Emerging Markets - US Election Implications

Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas at UBS Chief Investment Office, discusses the potential impact of the US election on emerging markets like China, Mexico, India, and Brazil. Historical trends suggest that emerging market assets perform better under a unified government. The podcast explores the implications of the election on macroeconomic variables, trade policies, and geopolitical relations with various countries.