Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging markets—leading not emerging
  • 12 hours ago

Emerging markets are continuing to evolve and change. They are transitioning from the world’s manufacturing hub to a global innovation hub.

Investment themes for emerging market debt Q2 2026
  • 12 hours ago

Five charts to explain the outlook for emerging market debt in Q2.

Unravelling myths: The hidden truths of Emerging Market Debt
  • 12 hours ago

This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.

EM to the core, Episode 2 – Emerging markets’ competitive edge
  • 21 Apr 2026

Discover how emerging markets dominate semiconductors, AI hardware, autos & renewables—and what it means for investors. Watch now.

Defensive Stocks: A Potential Antidote to Inflation Shocks
  • 21 Apr 2026

The Middle East conflict has sparked fears of an inflation shock. For investors, defensive stocks could provide some relief. Equity markets have come under pressure amid growing concerns about the...

India Fixed Income in Focus: Rates, Credit and the Rupee
  • 21 Apr 2026

India’s fixed income market is navigating a shifting global backdrop of elevated uncertainty and volatility. In our latest video, Geoffrey Lunt and Kapil Punjabi share what this could mean for the...

Investment themes for emerging market debt – Q2 2026
  • 21 Apr 2026

Finding relative value in emerging markets debt
  • 20 Apr 2026

Weekly CIO views: Resilient equities defy doom and gloom scenarios.

Schrödinger’s Strait
  • 20 Apr 2026

Hormuz tensions drag on as Iran-US talks may resume. IMF meetings were broadly EM-positive on a weaker USD and firmer commodities, but Argentina, Brazil, Colombia and Türkiye all saw fresh policy o...