Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What is the appeal of an emerging markets debt hard currency allocation at this point in the cycle?
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.
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.
Different countries and diverse return drivers can be accessed through emerging markets debt hard currency.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
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.