Find ideas for investing effectively in emerging and frontier economies
A return to inflows and strong performance in 2025 reflect how emerging market debt has refined its role, moving from a niche satellite allocation to become a core portfolio component. While develo...
As the global economy ends the year stronger than expected, we anticipate stable growth and moderating inflation will support bond markets. Amid some labor market concerns, the consumer overall rem...
Emerging markets defied expectations in 2025 amid a surprisingly favorable global environment and several historically troubled economies enacting significant structural reforms. Our Franklin Templ...
Ian Simmons, Senior Portfolio Manager and CJ Morrell, Managing Director, Head of Japan, recently explored why emerging markets are entering a new period of structural opportunity.
Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners
Emerging markets enter 2026 having moved beyond a simple rebound and into a broader rotation of leadership, quality, and opportunity.
Emerging markets debt enters 2026 with its momentum intact, supported by the same forces that powered a strong 2025.
Reflections and key outcomes from Responsible Investment Analyst, Isabella Champion-Sinclair
South Korea President Lee Jae-Myung spoke of turning the Korea discount into the Korea premium. We believe this regime shift is real and is making notable progress, as evidenced by a confluence of...
Copyright © 2025 Markets Recon. All Rights Reserved.
