China and Russia have long had a common interest in undermining the US-led global order, in my..

Macro Strategies, Emerging Markets, Geopolitics

By Andrea DiCenso, Alpha Strategies Portfolio Manager, Greg Hadjian, Senior Sovereign Analyst, and ..

Sovereign Research, Emerging Markets, Fixed Income

Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their..

Macro Strategies, Geopolitics

Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..

Macro Strategies, Geopolitics

1. What’s your view of securitized credit in 2022? Do you expect any impact from rising rates?

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Securitized Research, Fixed Income, Sector Outlook

1. With US rates expected to rise later this year, are you worried about the prospects for emerging..

Equity Research, Emerging Markets, Sector Outlook