Are Elections Boon or Bane for EM Assets?

The video discusses how decisions are being delayed due to upcoming elections, highlighting that political risks in emerging markets are not necessarily greater than in developed markets. It notes the homogeneity in market returns during the first quarter and suggests that confidence will recover once political decisions are made. Finally, it touches on the Federal Reserve's shift from a pivot to a steady state policy.

What is expected to happen once political decisions are made?

What changes occurred with the Fed's approach during the economic period discussed?