CAPITAL IDEAS^SM

Emerging markets

Global Equities

Multinational companies can thrive in tough times
Fixed Income

China reopening should benefit parts of EM Asia
India

Can India take advantage of growing China Plus One strategy?
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

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

EMD outlook for 2023: 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
China

How demographic challenges are shaping the China investment story

Andrew Lee
China

How demographic challenges are shaping the China investment

Andrew Lee
China

What I learned on a trip through China

Winnie Kwan
Fixed Income

EM inflation elevated, but relatively contained

Arjun Madan
Emerging Markets

Frontier markets post-pandemic

Holger Siebrecht
China

China's economy risks a sharp slowdown in growth

Stephen Green
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Equity

Are emerging markets on the cusp of a dividend boom?

Valeria Vine
China

What does heightened China risk mean for investors?
Global Equities

5 investment lessons from the pandemic era

Steve Watson
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive

Kirstie Spence
Currencies

4 things global financial cycles are telling us

Jens Sondergaard
Emerging Markets

Why emerging markets local currency debt in 4 charts
China

China: moving from world’s factory to high-tech innovator
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

Chris Thomsen
Emerging Markets

Why invest in EM local currency debt?

Peter Becker
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Active Management

Emerging market debt outlook for 2021

Kirstie Spence