Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging Market Debt Commentary: October 2025
  • 21 hours ago

EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.

2026 Investment Outlook – Asia Fixed Income: Emerging Markets
  • 21 hours ago

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...

Ending the race to the bottom: China’s anti-involution reforms explained
  • 21 hours ago

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...

Where do we see opportunity in emerging markets debt in 2026?
  • 1 day ago

Views from the EMD desk.

Asset TV: Navigating Emerging Markets – Trends, Opportunities and Risks
  • 2 days ago

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.

Why emerging markets have more room to run
  • 2 days ago

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....

UBP Weekly View - Multiple factors weight on sentiment
  • 2 days ago

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...

With a bang or with a whimper: How will 2025 end?
  • 2 days ago

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...

CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble
  • 2 days ago

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...