Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Counter intuitive
  • 01 Apr 2026

How Poland’s Dino Polska built a small town supermarket giant.

Vietnam v the middle income trap
  • 01 Apr 2026

Big reforms mean domestic growth could match the country’s export success.

Fixed-Income Outlook: From Oil Shock to Oil Spillover?
  • 01 Apr 2026

Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...

The “end” of emerging markets narrative—questioned (and answered)
  • 01 Apr 2026

A dispersion-first framework for institutional investors in an Iran-linked energy shock.

Energy: oil shocks and emerging markets
  • 01 Apr 2026

The crisis in the Middle East is proving the resilience of countries like Brazil, while testing others.

Emerging Markets Credit: Why Now?
  • 01 Apr 2026

We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit. Joined by Warren Hyland, we discuss the key drivers shapin...

Thinking against the current: The best instrument in the toolbox
  • 31 Mar 2026

Investors can learn far more in the early-morning light of an emerging market city than they ever will from a London desk.

Is it the right time to invest in India?
  • 31 Mar 2026

The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That sa...

StepStone Group Closes Structured Solutions Vehicle for Private Market Secondaries
  • 31 Mar 2026

StepStone Group (Nasdaq: STEP) (“StepStone”), a leading global private markets investment firm, today announced the closing of a structured solutions vehicle resulting in $3.1 billion in commitment...