Key points

Amongst other things, 2024 will be remembered for being the year of elections. More voters than ever before, over half the world’s population, had the opportunity to express their vote this year. While almost all these votes have now been counted, what the different outcomes will mean both domestically and more globally is only likely to become clear next year. We wait especially with bated breath, to see how Trump 2.0 will play out around the world.

US policy shifts will have repercussions on emerging markets in particular. Asian emerging markets are one of the themes featured in the 2024 Amundi-CREATE pension survey. As pension investors look for new sources of return, both private and emerging markets are gaining traction. Asia is an increasingly important driver of global growth, while private markets are viewed as a source of value creation, providing exposure to innovation. We look at what has been driving, and constraining, pension allocations to these asset classes.

In this edition we cover:

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