Find ideas for investing effectively in emerging and frontier economies
How geopolitics and AI are reshaping emerging markets—and where investors can still find and defend real shareholder value.
In this episode, hosts Hina and Sandeep delve into a range of topics with Alex, including U.S. policy uncertainty, the changing global economic landscape, ongoing trade tensions amid an evolving wo...
Five reasons to be bullish on China (and one key risk to be aware of).
Emerging markets are undergoing a structural re rating across FX, fixed income, and now equities—potentially offering attractive upside versus developed markets.
Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners
With US equities ‘priced for perfection’ and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.
Improving fundys, metals among reasons for EM optimism David Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by favorable macro, valuation, and structural tailwi...
After three strong years for diversified portfolios, investors are reassessing what ‘balanced’ means in 2026: US leadership resilience, China’s shift from valuation to fundamentals, and geopolitics...
Emerging and frontier markets are often grouped together, yet they differ meaningfully in investment characteristics and the respective roles they play in well-rounded investment portfolios. At the...
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