With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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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.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
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.
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.
Considering the myriad impacts of the decentralization of global supply chains.
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, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.