Find ideas for investing effectively in emerging and frontier economies
As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...
Hear from Seb Stewart, Head of US Institutional Sales and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital, as they discuss key EM themes and performance from the previous qua...
The Department of Defense has invested more than $439 million in rare earth projects since 2020. Learn more about how these elements are essential to modern technology.
South Korea’s Supreme Court rules that performance-based pay should not count as part of average wages for calculating severance and other employee benefits.
Fears over artificial intelligence are unsettling developed market financial assets. Felipe Berliner explains why demographics and abundant natural resources should place emerging markets on firmer...
Trade strength, AI ‘plumbing’, and a firmer RMB are reshaping the winners’ circle.
Taiwan-based chip designer balances research investment with returning its capital to shareholders
Emerging market official investors—including finance ministries, debt offices and public pension funds—play a critical but often overlooked role in shaping sovereign risk, currency movements and ca...
EM debt stayed strong, aided by improving inflation, a weak USD, and solid growth. However, investors had to navigate renewed volatility amid geopolitical woes.
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