Emerging Markets Monthly Insight

In this series: 8 available

Emerging markets: equities not surrendering to Trump's trade war

Amid tariffs, supply chain reshuffling and geopolitical tensions, a look at the unexpected post-“Liberation Day” outperformance of emerging markets and Asian equities – and why we believe the investment case for the asset class remains in place.

3 Min Read

Insights19 Mar 2025

Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 Min Read

Insights17 Feb 2025

Will USAID suspension and other Trump policies affect frontier countries?

Emerging Markets Monthly Insight: Kevin and Leo consider the likely impact on frontier markets of the recent suspension of USAID and other Trump polices.

6 Min Read

Insights04 Feb 2025

Outlook 2025: taking the temperature on India

Emerging Markets Monthly Insight: India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? We think not.

6 Min Read

Insights06 Dec 2024

Cocoa boost for Ghana and Côte d’Ivoire

Jacob and Leo consider what the huge upsurge in cocoa prices could mean for the economies and bonds of the top two global cocoa-producing countries of Cote d’Ivoire and Ghana.

3 Min Read

Insights29 Oct 2024