Tag: Emerging Markets

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EM Monthly: Opportunity Knocks

Key Takeaways Strong first half for EM: EM credit thrived in the...

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Emerging Markets Private Credit: Why Now

Fundamental changes in the banking sector, coupled with periodic bouts...

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The Rise of Value-Conscious Consumerism

Guido Giammattei, EM Equity Portfolio Manager, looks at how value...

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In Credit Weekly Snapshot – June 2024

‘Snap election call jolts markets’. Key markets overview ‘The first...

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Asian Equity ESG Report 2024

We are pleased to showcase our Asian Equity report for...

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EM Monthly – Going for Growth

Key Takeaways For investors in emerging markets, India is potentially...

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The Changing Face of Emerging Markets

As always, the only constant in emerging markets is change....

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Golden Age for EM Bonds

Sharply rising precious metals prices and strong fiscal and monetary...

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AMO Insight ‘Bank of Japan’s Monetary Policy Shift and Its Future Implications’

The Bank of Japan (BoJ) announced in its March 2024...

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Emerging Markets Outlook – Spring 2024

Last year was a historic period for emerging-market fixed income:...

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