Emerging Markets
Buenos 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 MoreIs the term “emerging markets” still fit for purpose?
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities?
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…
Read MoreWhy global investors will start upping exposure to EMD assets
Local currency EM debt may well already be a core asset – so let’s treat it as one….
Read MoreSome Thoughts on Mexico and the MXN
The MXN is the most undervalued currency in our valuation framework…
Read MoreThe Prospective Return of Industrial Policies
The process of globalisation will need to take a break, in light of the stresses it has imposed on…
Read MoreA Decoupled Global Economy and the Dollar
The global economy is remarkably decoupled, with the US and China out-performing…
Read MoreEmerging market growth engine shifting from beta to alpha: the case of Brazil
In the past decade, the emerging market economies have essentially been…
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