Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

India is open for business. But is your structure right?
  • 07 May 2026

Explore how global allocators are using Cayman–GIFT City fund structures to access India's growth story with tax efficiency, faster setup, and full compliance.

Emerging markets: Resilience and divergence in the face of the latest oil shock
  • 07 May 2026

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and export...

Gemcast Episode 12: Delivering energy security, live from Cabinda
  • 07 May 2026

In episode 12 of Gemcast, we are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refi...

Bond Bulletin: Squeezing opportunity out of tight EM sovereign spreads
  • 07 May 2026

Following strong performance in 2025 and a solid start to 2026, emerging market (EM) hard currency bonds corrected slightly in the early stages of the conflict in Iran but have since reversed much...

Emerging markets are in pole position in the resources race
  • 07 May 2026

Emerging markets lead the AI & energy boom via critical minerals—discover why investors stand to gain from this global resource race.

Iran War Fallout: The Real Market Risks Aren’t Just Oil
  • 07 May 2026

Energy prices matter—but the bigger shock may hit other areas that feed into inflation and growth.  With the war in Iran dragging past the original ceasefire deadline, how might the situation impac...

The Structural Case for Emerging Market Credit
  • 07 May 2026

In the third and final episode of our podcast series exploring the opportunity set across emerging market credit, Warren Hyland, Head of Emerging Markets at Muzinich, concludes the series by examin...

A game of two halves – investment performance through the conflict
  • 06 May 2026

March was a challenging month for emerging market debt, with conflict in the Middle East leading to mostly negative returns, yet April has been more positive, with spreads now tighter than at the s...

StepStone Group to Announce Fourth Quarter and Fiscal 2026 Results on May 20, 2026
  • 06 May 2026

StepStone Group Inc. (Nasdaq: STEP) today announced that the Company will release its results for the fourth quarter and fiscal year ended March 31, 2026, after the market closes on Wednesday, May...