CAPITAL IDEAS^TM

Emerging markets

Equity

Emerging markets: Positive signs even as China slows

Fixed Income

Yields remain attractive as some EMs pivot on policy

Fixed Income

Planning for long term success in emerging market debt

Kirstie Spence

Fixed Income

Quick take: India bond index inclusion

Kirstie Spence

Emerging Markets

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard

Fixed Income

Go global for higher income

Edward Harrold

Fixed Income

Local currency EMD – Why it might be time to reconsider an active allocation

Fixed Income

Kirstie Spence: three exciting things about EMD

Kirstie Spence

Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets

India

Will India be the breakout emerging market this decade?

Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker

Emerging Markets

Can a weakening US dollar catalyse an emerging market decade?

Natalya Zeman

Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?

Fixed Income

Quick take: Presidential elections in Turkey

Robert Burgess

Fixed Income

Outlook for credit sectors

Damien McCann

Fixed Income

EMD quarterly review Q1 2023

Fixed Income

Emerging markets debt: Starting yields lift return potential

Fixed Income

Is the long-term case for emerging market debt still intact?

Fixed Income

How vulnerable is EM debt to volatility spillovers?

Kirstie Spence

India

Can India take advantage of growing China Plus One strategy?

Fixed Income

China reopening should benefit parts of EM Asia

Trade

Reshoring supply chains: What does it mean for investors?

Equity

China: What could drive its markets in 2023

Bonds

EMs with stronger fundamentals should see inflows

Peter Becker

Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions

Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

Election

Brazil presidential election outcome

Thomas Kontchou

China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan

Fixed Income

Navigating dark clouds across emerging markets debt

Equity

Why research is critical when it comes to China investing

Andrew Lee

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Fixed Income

Look to credit opportunities amid bond market rout

Emerging Markets

Emerging markets and rising US interest rates

Market Volatility

Relative value in EM local markets

Kirstie Spence

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

China

My investment lessons from 40 years in China

Steve Watson

China

How to think about investing in China today

Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

Market Volatility

Q&A on Russian debt

Robert Burgess

Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence

Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

Kirstie Spence

Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker

Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson

China

How demographic challenges are shaping the China investment story

Andrew Lee

China

How demographic challenges are shaping the China investment

Andrew Lee

Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine

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Emerging markets

INSIGHTS

CAPITAL IDEAS

INVESTMENT THEMES​

ABOUT US

OUR COMPANY

MORE ABOUT US

Emerging markets

INVESTMENT THEMES