• Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
  • After reaching new highs, equity markets may take a pause as uncertainty rises with US elections.
  • The global geopolitical reordering may benefit some Emerging Markets, like India.

Actionable ideas

  • Multi Asset investing to navigate uncertainty
    Investing globally, across different asset classes including Emerging Markets and commodities like gold, may help navigate uncertainty amid geopolitical hotspots.
     
  • Emerging Markets
    The geopolitical realignment presents potential opportunities for Emerging Markets arising from supply chain reallocation, near shoring, investments in technology. India, for example, is among the countries that are benefitting from the global reordering.

Key Dates

15 Jul

China GDP, EZ industrial
production

 

17 Jul

UK CPI, Fed beige book
 

 

18 Jul

ECB policy rates, Japan trade 
balance

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