Find ideas for investing effectively in emerging and frontier economies
On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers...
Mirova’s approach in Emerging Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
How Poland’s Dino Polska built a small town supermarket giant.
Big reforms mean domestic growth could match the country’s export success.
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
A dispersion-first framework for institutional investors in an Iran-linked energy shock.
The crisis in the Middle East is proving the resilience of countries like Brazil, while testing others.
We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit. Joined by Warren Hyland, we discuss the key drivers shapin...
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