CAPITAL IDEAS^TM

Emerging markets

Equity

Emerging markets: Positive signs even as China slows
Fixed Income

Yields remain attractive as some EMs pivot on policy
Fixed Income

Planning for long term success in emerging market debt

Kirstie Spence
Fixed Income

Quick take: India bond index inclusion

Kirstie Spence
Emerging Markets

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard
Fixed Income

Go global for higher income

Edward Harrold
Fixed Income

Local currency EMD – Why it might be time to reconsider an active allocation
Fixed Income

Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham
Fixed Income

Kirstie Spence: three exciting things about EMD

Kirstie Spence
Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets
India

Will India be the breakout emerging market this decade?
Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker
Emerging Markets

Can a weakening US dollar catalyse an emerging market decade?

Natalya Zeman
Fixed Income

Quick take: Presidential elections in Turkey

Robert Burgess
Fixed Income

Outlook for credit sectors

Damien McCann
Fixed Income

EMD quarterly review Q1 2023
Fixed Income

Emerging markets debt: Starting yields lift return potential
Bonds

Will the US dollar continue to weaken?
Fixed Income

How vulnerable is EM debt to volatility spillovers?

Kirstie Spence
India

Can India take advantage of growing China Plus One strategy?
Global Equities

Multinational companies can thrive in tough times
Fixed Income

China reopening should benefit parts of EM Asia
Trade

Reshoring supply chains: What does it mean for investors?
Equity

China: What could drive its markets in 2023
Bonds

EMs with stronger fundamentals should see inflows

Peter Becker
Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions
Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions
Election

Brazil presidential election outcome

Thomas Kontchou
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Fixed Income

Navigating dark clouds across emerging markets debt
Equity

Why research is critical when it comes to China investing

Andrew Lee
Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham
Fixed Income

Look to credit opportunities amid bond market rout
Emerging Markets

Emerging markets and rising US interest rates
Market Volatility

Relative value in EM local markets

Kirstie Spence
Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney
China

My investment lessons from 40 years in China

Steve Watson
China

How to think about investing in China today
Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt
Market Volatility

Q&A on Russian debt

Robert Burgess
Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence
Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

Kirstie Spence
Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker
Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson
China

How demographic challenges are shaping the China investment story

Andrew Lee
China

How demographic challenges are shaping the China investment

Andrew Lee