Marcelo Assalin

The US dollar is likely to remain strong due to a robust US economy and a cautious Fed, creating headwinds for EM local markets.

Positive economic dynamics are a plus for emerging market debt, but headwinds in strong USD

Higher volatility from political noise and bombastic rhetoric could create opportunities for long-term investors

Should Donald Trump win a second term aas US president, investors should expect a strong attempt to renew his flagship 2017 tax cuts and further reduction in corporate taxes.

What a Trump win means for economies and emerging markets debt

Investors should expect a strong push towards deregulation and ample incentives for domestic oil exploration