Investment Institute
Macroeconomic Research

2023 emerging market elections: The who’s who and the so what…

  • 27 January 2023 (7 min read)

Key points

  • In May, Turkey’s President Erdoğan is running for his re-election. Whatever the result, painful fiscal, monetary and credit policy adjustments need to occur
  • Argentina looks set for a change of leadership in its October election – can anyone end the country’s economic woes?
  • Can Poland’s ruling coalition prevail in November’s vote? The Rule-of-Law open conflict with the EU will take centre-stage in the electoral debate
  • How will Nigeria’s next government manage its unavoidable foreign exchange adjustment?
  • Will Guatemala’s new leadership let the country continue to drift towards authoritarianism?

 

Read the full article
Download article (543.13 KB)
Investment Institute

Our experts and investment teams outline their key convictions.

Learn more

Related Articles

Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry , Luis Lopez-Vivas , Claire Dissaux , Hugo Le Damany , François Cabau , David Page
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)
Macroeconomic Research

Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany 

  • by Hugo Le Damany
  • 19 October 2023 (10 min read)
    Are you a Professional Investor ?

    This website is available in English only and directed at professional, institutional or qualified investors. It is not suitable for retail investors. As such, some of the funds, products and services described on this website are not available for retail investors under the MiFID II (Directive 2014/65/UE). By pressing accept you confirm that you are a professional investor and agree to AXA Investment Managers' Legal Information and Terms of Use.