Emerging markets are facing challenges due to recent U.S. tariff adjustments, which have led to currency fluctuations and inflationary pressures globally. However, this situation has created opportunities for U.S. asset management firms as there is increased demand for U.S. dollar lending.
There are two competing narratives regarding the future economic outlook. The optimistic one anticipates a path towards a fairer global trading system, through creative destruction, with the U.S. securing concessions from its trading partners and potentially benefiting from looser monetary policy and tax cuts.
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