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Insights

Future Minerals: From underground to building blocks of tomorrow
Insights
Future Minerals: From underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here’s why investors should take notice.

4 min Read
What Trump’s trade war means for EM local currency bonds
Insights
What Trump’s trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

3 min Read
Future Minerals: why utility and scarcity make a winning union
Insights
Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’.

4 min Read
Emerging markets income equity: confidence and recovery in Asia
Insights
Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region.

4 min Read
100 days later: are all countries emerging markets now?
Insights
100 days later: are all countries emerging markets now?

In the latest episode of the Emerging Market Equities podcast, Nick talks with Bob to discuss Trump's first 100 days in office.

28 min Listen
Global real estate market outlook Q2 2025
Insights
Global real estate market outlook Q2 2025

Geopolitics and macro uncertainties are the largest risks to our forecasts. We discuss our outlook for Q2.

17 min Read
April 2025 EMD Review and Outlook: Tariff tantrums
Insights
April 2025 EMD Review and Outlook: Tariff tantrums

Our summary of developments in emerging market debt in April 2025 and outlook.

4 min Read
Asia-Pacific real estate market outlook Q2 2025
Insights
Asia-Pacific real estate market outlook Q2 2025

Resilient fundamentals and investor demand keep Japan and Korea at the forefront of APAC real estate opportunities.

10 min Read
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