Emerging Markets (69)

Russian twist
Investment strategy

Russian twist

Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...

By Aristide Goualin

28 Jan 2022

3 min read

Countdown to 2022: starter for 10
Christopher Teschmacher
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
Indian government bonds: completing the BRIC wall in local EMD
Fixed income

Indian government bonds: completing the BRIC wall in local EMD

We believe India is soon likely to be included in broad local-currency emerging-market bond...

By Malcolm McCabeRyan Clatworthy

13 Oct 2021

3 min read

Emerging-market equities: what are we waiting for?
Lars Kreckel
Equities

Emerging-market equities: what are we waiting for?

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
By Lars Kreckel
30 Sep 2021
3 min read
Evergrande and China’s property sector: an EMD manager view
Uday Patnaik
Fixed income

Evergrande and China’s property sector: an EMD manager view

With Evergrande continuing to dominate the financial headlines, we take a look at the situation a...
By Uday Patnaik
23 Sep 2021
3 min read
Emerging markets, leftist Latin Americans, and the next taper tantrum
Matthew Rodger
Economics

Emerging markets, leftist Latin Americans, and the next taper tantrum

Emerging markets (EMs) hate a taper tantrum, but the Federal Reserve (Fed) has been telegraphing...
By Matthew Rodger
16 Sep 2021
3 min read