Posts by Alan Wilson
Wedding Bells / Alarm Bells?
Regular readers of our Emerging Markets (EM) weekly blog will notice a two-week absence. After one proposal, two lockdowns and…
Read MoreA Busy Week for EM – Geopolitics and Central Bank Decisions
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
Read MoreLATAM Politics – Contrasting Fortunes in Mexico and Peru
Our asset class is often punctuated by headlines on the ground and this week proved no exception, with elections in both Mexico and Peru the key focus.
Read MoreTurkish Lira reacts to rate cut rhetoric
Turkey returns to the headlines this week. In an early week interview, the President renewed his call for lower interest rates…
Read MoreA Busy Week for Central Banks
The busy week for monetary policy in the EM was rounded off by the publication of the Banxico minutes for May.
Read MoreCE3 Central Banks – The Race is On
The disruptive consequences of policy tightening are no longer just a developed market central bank issue.
Read MoreBuenos Aires to Lusaka – distressed to impress?
…risk sentiment continues to be clouded by ongoing idiosyncratic risks on the ground, particularly in LATAM…
Read MoreEpisode 1: Portfolio Managers’ Questions
Episode1: Join our PMs Neil Staines and Alan Wilson…
Read MoreBogotá to San Salvador – Political risk on the rise in LATAM
…risk sentiment continues to be clouded by ongoing idiosyncratic risks on the ground, particularly in LATAM…
Read MoreBonds – an emerging opportunity
Global lockdowns have powered ‘stay at home’ technology stocks but bond investors need to look much further afield for the chance of compelling returns…
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