EM Fixed Income: Goldilocks and the US election

• EM assets are being compared to other asset classes ahead of the US elections, with a general presumption that EM will be more negatively impacted by a Trump presidency.
• EM currencies have experienced some risk premium in the lead up to the elections, particularly in Latin America, but overall EM markets have not shown significant underperformance due to US election concerns.
• Valuation models that consider fundamental drivers do not indicate any significant risk premium being priced into EM assets for the US elections at this time.

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