Tag: Emerging Markets
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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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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