The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..

Equity Research, Emerging Markets, Election, Geopolitics

Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..

Macro Strategies, Election

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

Macro Strategies, Sovereign Research, Election, Geopolitics

For months now, US political watchers have been focused on the first week of January 2021. It was..

Macro Strategies, Election

In a previous post, we presented several risk mitigation strategies with the potential to help..

Election

Things may be looking up for the healthcare and pharmaceutical sectors. While states have yet to..

Credit Research, Fixed Income, Election