A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
India’s favorable demographics, pro-growth policies, and innovative companies contribute to the country being among the most promising future sources of excess returns within EM equities.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.