Brazil’s first-round election surprise has proved supportive for markets, but longer-term credit implications depend on fiscal credibility, reform and policy delivery.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How can investors assess the financial impact of climate and nature risks? Explore how data, scenarios, and modelling can help translate environmental risks into investment insights, while highlighting the role of investment judgement.
Three good and bad emerging market stories from the EMD hard currency universe.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.