A flurry of negative economic and geopolitical headlines have battered Chinese equities over the..

Equity Research, Emerging Markets

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you..

Emerging Markets, Sector Outlook

1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

Equity Research, Emerging Markets, Sector Outlook

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Emerging Markets, Fixed Income, Sector Outlook

Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..

Emerging Markets, Fixed Income

The market has seen its fair share of surprises in recent years, and the first half of 2023 was no..

Emerging Markets, Fixed Income, Market Outlook, Video, Municipals