Articles & Interviews

Articles & Interviews

25 November 2024

Trump is re-elected president: what does the future hold for emerging markets? (in French only)

Emmanuel Hauptmann dans BFM Bourse

Trump is re-elected president: What does the future hold for emerging markets? 🗳️

Emmanuel Hauptmann, CIO & Head of Systematic Equities, explored this topic yesterday on the BFM Bourse program.

With Trump’s re-election, the already pronounced concentration on the U.S. market has intensified further, reinforcing the need for diversification. Emerging markets continue to offer an attractive source of growth and a wide range of valuation opportunities, beyond the traditional focus on India and China.

➡️ Watch the full interview (in french only): Link to BFM TV replay