Find ideas for investing effectively in emerging and frontier economies
Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
US data still suggests a “Goldilocks” backdrop as inflation cools; risk sentiment is shaky on AI fears but EM equities remain resilient. In EM, Brazil’s Lula has slipped to 45% approval and Mexico’...
Emerging market equities have performed well in 2025 and strong fundamentals and macroeconomic conditions are fuelling optimism about the outlook for 2026.
Our summary of developments in emerging market debt and outlook
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).
Behind the EM rebound
In this video, Kamil Dimmich, Portfolio Manager of Pacific’s Emerging Market strategies, joins Seb Stewart, Head of US Institutional Sales, to look back on 10 years of consistent outperformance. Wh...
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