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A new adminstration in Colombia seeks to restore financial discipline. Hard currency Colombian sovereign bonds may offer value.
Emerging markets investing: Country selection matters. Valuation gaps from 9.7x to 20.2x earnings create opportunities beyond EM indices.
Emerging market fixed income entered the fourth quarter of 2026 with an attractive combination of resilient fundamentals and scope for selective growth opportunities.
Brazilian assets tumbled on Monday as investors worried that Lula's comeback victory might compound fiscal concerns in Latin America's largest economy.
The path to Lula's surprise victory in Brazil's presidential election was paved with economic promises that, if instituted,
Explore this week’s Macro Charts covering Brazil’s and Israel’s elections, interest rate decisions from the Federal Reserve and ECB, and key economic releases across the U.S., Mexico, Canada, Japan...
From generic manufacturing to developing innovative medicines, China’s pharmaceutical industry is moving up the value chain, creating new opportunities for equity investors.
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opp...
Markets’ optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news.
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