Top of the Morning: Emerging Markets - Patiently awaiting the US elections

Alejo Czerwonko, the Chief Investment Officer for Emerging Markets Americas at UBS, shares his insights on the potential repercussions of the U.S. elections for emerging market assets. He explores historical trends, noting that Democratic leadership has historically favored performance. Alejo discusses how election outcomes could influence growth rates, interest rates, and trade relationships with major players like Mexico, China, and India. He also emphasizes the importance of long-term investment strategies amidst political uncertainty, highlighting Mexico as a key opportunity.