CAPITAL IDEAS^TM

Emerging markets

Emerging Markets

Friendshoring brings industrial-sized investment opportunity
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
India

Will India be the breakout emerging market this decade?
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
Fixed Income

Outlook for credit sectors

Damien McCann
India

Can India take advantage of growing China Plus One strategy?
Global Equities

Multinational companies can thrive in tough times
Trade

Reshoring supply chains: What does it mean for investors?
Fixed Income

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