Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Weekly Comments on Credit: October 16, 2026
  • 13 hours ago

Global credit markets navigated a challenging week as persistently elevated U.S. inflation data reinforced expectations that the Federal Reserve (Fed) will hold rates higher for longer. The 10-year...

India – A Bridge to Global Change
  • 15 Oct 2026

Discover why India’s resilient economy, improving earnings and more attractive valuations could create opportunities as global market leadership broadens.

Emerging market debt Market commentary: Q3 2026
  • 15 Oct 2026

Rising US rates pressured emerging market debt in Q3, though resilient demand, attractive yields, and varied country performance helped support returns.

China gold market update: Q3 ends with strong official gold buying
  • 15 Oct 2026

In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...

Carmignac Portfolio EM Debt: Letter from the Fund Managers - Q3 2026
  • 15 Oct 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

Q3 Multi-Asset Perspectives: Tightening not frightening
  • 15 Oct 2026

The third quarter of 2026 saw a more subdued return from global markets compared to the second quarter, with the MSCI AC World Index delivering +1.3% in local currency terms.

The Missing Piece in Latin America’s Bull Case
  • 15 Oct 2026

Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin Amer...

Introducing the S&P/BMV IPC Futures Indices: A Futures-Based View of the Mexican Equity Market
  • 15 Oct 2026

Introduction The S&P/BMV IPC is Mexico’s flagship equity index, and around it sits a growing ecosystem of investable products, including futures listed on MexDer and CME. The S&P/BMV IPC Futures Se...

Brazil soybean oil exports rise as Conab forecasts record 2026-27 soybean crop
  • 15 Oct 2026

Brazil's soybean oil exports totaled approximately 1.57 million metric tons January-August, exceeding shipments for the prior year.