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

Equity Research, Emerging Markets, COVID-19, Recovery

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

Over the past few years, banks have begun to voluntarily disclose their exposure to climate change..

Equity Research

In May, you noted that emerging markets (EM) were facing a mix of bright spots and risks. How has..

Equity Research, Emerging Markets, COVID-19

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and..

Equity Research, Commodities, Emerging Markets, COVID-19

We are bullish on emerging market (EM) equities for 2020 given valuations, continued low interest..

Equity Research, Emerging Markets, Market Outlook, Sector Outlook