Latest insights

With young populations, technological innovation and a focus on sustainability, emerging markets excluding China may offer a lower-risk alternative and better diversification for those investors seeking growth.

With 2024 underway, many bond investors are still wondering how the environment for Emerging Markets debt will differ from that of 2023.. Indeed, it looks more benign for Emerging Market Debt ….

Paulo Salazar, Philip Scrève and Lamine Saidi give insights on sentiment towards emerging markets and describe how they search for pockets of growth.

The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.

Net Zero is a make-or-break moment for the global economy and investors can help emerging markets take full part in the energy transition.

The macro environment in 2023 is likely to remain challenging for emerging market debt, especially in the first half of the year.

Luiz Inacio Lula da Silva narrowly won the second round of Brazil’s election, beating incumbent Jair Bolsonaro. Initial fears that Bolsonaro wouldn’t accept the result, particularly if it was tight, have receded. Bolsonaro said that he would follow the constitution and play by the rules, while his chief of staff, acknowledged the defeat.

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.