Find ideas for investing effectively in emerging and frontier economies
EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.
Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...
China’s pursuit of anti-involution policies is unlocking new pathways for sustainable, long-term economic growth in more technologically advanced and higher value-added industries. The government i...
Views from the EMD desk.
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
This month’s report examines the prospects for emerging market assets over the coming year. We think returns will be supported by solid global growth, easing U.S. monetary policy and a softening U....
Despite Nvidia’s stronger-than-expected results and upbeat guidance, investor sentiment remained fragile. A mixture of fatigue and doubts about AI, shifting expectations for a potential Federal Res...
Risk-off sentiment reversed as US liquidity expanded and bond yields recovered. NVIDIA earnings bolstered AI sector. Ukraine, South Korea, Malaysia, and Brazil saw trade progress; Mexico's economy...
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
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