Investor fears about inflation and higher rates contributed to periods of selloff in emerging..

Equity Research, Emerging Markets, Market Outlook

For some time, bond investors have been yield hungry, even starved. In such an environment,..

Emerging Markets, Fixed Income

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve..

Equity Research, Emerging Markets, COVID-19, Recovery

Real rates in the United States have moved sharply higher since the beginning of 2021. The move has..

Macro Strategies, Sovereign Research, Emerging Markets

1. Emerging markets (EM) corporate spreads have almost recovered to year-end 2019 levels, as strong..

Emerging Markets, Fixed Income, Sector Outlook

1. Outside of Europe and Hong Kong, global equity markets are near all-time or 52-week highs. What..

Equity Research, Emerging Markets, Sector Outlook