Barings’ Post

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/GviL30sEVFB

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/v2L330sEVb0

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/SQrn30sEZzu

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/66Qx30sEZuE

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/1Tbo30sEUuJ

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/FbPG30sF28F

With many #EmergingMarket elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But as geopolitical tensions continue to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Read the latest insights from the team: https://ow.ly/Pf5l30sEVFt

Dear readers, In our new CIO Office Flash, we examine the implications of the first round of snap elections in France. ·        The French populist Rassemblement National (RN) gained a third of the first-round vote in parliamentary elections, leaving it unlikely to achieve an absolute majority. A left-wing alliance placed second with 28% and centrist parties earned 21% ·        The second round vote on 7 July may see an unusual number of three-way races, unless the left-wing and centrists agree to a customary block of far-right candidates ·        The most likely result looks like a ‘hung’ parliament that risks political paralysis, either with a caretaker, or RN-led minority government. We have revised our probabilities for the three scenarios ·        Financial assets have begun to re-trace following the first-round results.

2024 is a historic year for elections, with more people than ever before able to go to the polls across the world and vote for the leader of their country. With an expectation that these elections will continue to see a rise in right-wing parties in power, what's one of the main impacts this could have on the real assets sector? We put this question to Mahdi Mokrane - PATRIZIA Head of Global Investment Strategy, Research & Investment Solutions - and here's what he had to say 👇 For our full Q&A with Mahdi on this year's elections and possible ramifications for the real assets sector, visit https://lnkd.in/eUCKXHtS #PATRIZIA #RealAssets #Investment #InvestmentViews #RealInsights