Emerging Markets (73)
Fixed income
Emerging market debt: down but not out
We believe short-duration emerging market debt could present an opportunity amid an otherwise...
18 May 2022
6 min read
We believe that value and income investors can engage to effect positive change in carbon-intensi...
Emerging-market (EM) credit has been hit hard by the Russia/Ukraine situation . Both EM sovereign...
Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...
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...
22 Dec 2021
5 min read
2021 has been a tough year for emerging market bonds. What comes next?
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...
