CAPITAL IDEAS^TM

Emerging markets

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エマージング市場

2025 Outlook for Latin America: subdued growth expected but several positives remain

tryggvi-gudmundsson

World Markets Review

World markets review —Fourth quarter 2024

エマージング市場

Emerging market debt outlook for 2025: Ready for Trump 2.0?

エマージング市場

EMD: A credible long-term asset allocation candidate

債券

Quick take: Impact of US election results on emerging markets

World Markets Review

Rate cuts fuel market rally: Q3 roundup

株式

Taking a broader look at Asia: the ASEAN opportunity

債券

Impact of US elections on emerging market currencies

Jens Sondergaard

株式

Beyond China: exploring Asia's equity landscape

債券

Mixed results in emerging market debt with central banks less accommodative

債券

Frontier markets: select opportunities in local bonds

エマージング市場

Emerging markets equities: What does the future hold?

Election

Quick take: Mexico’s presidential elections

Thomas Kontchou

債券

Unleashing the potential: Navigating local currency EMD with active management

債券

Mixed results amid healthy fundamentals

Election

The year of EM elections

株式

5 reasons why equities could defy the odds

債券

Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham

エマージング市場

Friendshoring brings industrial-sized investment opportunity

World Markets Review

Markets rally on rate cut expectations: Q4 roundup

債券

EMD outlook 2024: Navigating a bifurcated universe

株式

Emerging markets: Positive signs even as China slows

債券

Yields remain attractive as some EMs pivot on policy

債券

Planning for long term success in emerging market debt

債券

Quick take: India bond index inclusion

エマージング市場

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard

債券

Go global for higher income

債券

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

債券

Kirstie Spence: three exciting things about EMD

債券

Emerging markets debt: Stable macro backdrop fuels emerging markets

インド

Will India be the breakout emerging market this decade?

債券

EM rate cuts on the horizon as inflation trends down

エマージング市場

Can a weakening US dollar catalyse an emerging market decade?

債券

Quick take: Presidential elections in Turkey

債券

Outlook for credit sectors

債券

EMD quarterly review Q1 2023

債券

Emerging markets debt: Starting yields lift return potential

グローバル債券

Will the US dollar continue to weaken?

債券

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

債券

How vulnerable is EM debt to volatility spillovers?

インド

Can India take advantage of growing China Plus One strategy?

グローバル株式

Multinational companies can thrive in tough times

債券

China reopening should benefit parts of EM Asia

貿易

Reshoring supply chains: What does it mean for investors?

株式

China: What could drive its markets in 2023

グローバル債券

EMs with stronger fundamentals should see inflows

債券

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

債券

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

債券

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

Election

Brazil presidential election outcome

Thomas Kontchou

中国

Five outcomes from 20th Chinese Communist Party Congress

債券

Navigating dark clouds across emerging markets debt

株式

Why research is critical when it comes to China investing

エマージング市場

Emerging market debt: an active approach

Jeremy J.W. Cunningham

債券

Look to credit opportunities amid bond market rout

エマージング市場

Emerging markets and rising US interest rates

市場の変動

Relative value in EM local markets

エマージング市場

Does the EM debt repricing present a good entry point?

中国

My investment lessons from 40 years in China

中国

How to think about investing in China today

市場の変動

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

市場の変動

Q&A on Russian debt

市場の変動

Commodity prices drive differentiation within EMD

エマージング市場

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

債券

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

株式

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

中国

How demographic challenges are shaping the China investment story

中国

How demographic challenges are shaping the China investment

債券

What will be the key factors driving EM debt in 2021?

Luis Freitas de Oliveira