基金经理 Andrew Ness 表示，美国大选对新兴市场的影响尤其体现在全球贸易关系领域，但对投资者而言，重要的是单独关注资产类别中的国家/地区和企业。他与股票总监 Stephen Dover 一起探讨了新兴市场如何应对包括 COVID-19 疫情在内的诸多当今挑战，并指出新兴市场拥有世界上最具创新性和韧性的一些企业。
左翼候选人安德烈斯·曼努埃尔·洛佩斯·奥夫拉多尔赢得墨西哥总统选举，这表明民粹主义的形式绝非千篇一律。富兰克林邓普顿新兴市场股票团队的 Santiago Petri 和 Gustavo Stenzel 就墨西哥及其新总统的未来提出了他们的看法。
“我们认为，拉丁美洲两大经济体巴西和墨西哥将继续受惠于经济增长和改革……然而，我们认为深化改革不可或缺，此外，这些国家/地区即将举行的大选可能会影响我们的展望。”Gustavo Stenzel，富兰克林邓普顿新兴市场股票团队
尽管美国总统候选人都表示要更多地限制贸易，但由于两国之间的联系极为紧密，即使美墨贸易遭到破坏，实行限制也会极其困难。
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