Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Considering the myriad impacts of the decentralization of global supply chains.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Why we believe China’s pledge to achieve carbon neutrality by 2060 is credible.
The growing trend toward deglobalization and what it means for investors in emerging markets.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.