Emerging Markets (73)

Emerging market debt: down but not out
Fixed income

Emerging market debt: down but not out

We believe short-duration emerging market debt could present an opportunity amid an otherwise...

By Amélie ChownaSanchay Singla

18 May 2022

6 min read

Does Cinderella care about the environment?
Andrew Koch
ESG and long term themes

Does Cinderella care about the environment?

We believe that value and income investors can engage to effect positive change in carbon-intensi...
By Andrew Koch
21 Mar 2022
3 min read
How has emerging-market credit fared during the Russia/Ukraine crisis?
Fixed income

How has emerging-market credit fared during the Russia/Ukraine crisis?

Emerging-market (EM) credit has been hit hard by the Russia/Ukraine situation . Both EM sovereign...
By Uday PatnaikRaza Agha
11 Mar 2022
3 min read
Russian twist
Aristide Goualin
Investment strategy

Russian twist

Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...
By Aristide Goualin
31 Jan 2022
3 min read
Countdown to 2022: starter for 10
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...

By Christopher Teschmacher

22 Dec 2021

5 min read

2022 EM credit outlook: after a difficult year
Fixed income

2022 EM credit outlook: after a difficult year

2021 has been a tough year for emerging market bonds. What comes next?
By Uday PatnaikRaza Agha
06 Dec 2021
4 min read
Emerging markets: Still on the (electoral) clock - LGIM Blog
Matthew Rodger
Economics

Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
By Matthew Rodger
26 Nov 2021
3 min read
Is China sitting on a property bubble?
Erik Lueth
Economics

Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...
By Erik Lueth
29 Oct 2021
4 min read