Find ideas for investing effectively in emerging and frontier economies
Following our previous editorials, “Cheaper, baby, cheaper” and “Jobs, baby, jobs,” the latest developments in the war in Iran have brought the urgent need for energy security in Europe and elsewhe...
John Studzinski, PIMCO Vice Chairman, speaks with Libby Cantrill, PIMCO’s head of public policy, to get the view from Washington on the big topics of the moment. Together they explore what might co...
• The rebound in risk assets following tensions in the Middle East is more a case of technical repositioning, rather than an improvement in fundamentals. It illustrates a market reflex that has...
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
Geopolitical turbulence has tested emerging market debt but the asset class has remained resilient. Yields are higher, currency has held and the fundamental investment case remains intact. This wee...
Amid energy shocks and geopolitical tensions, policymakers at the IMF cautioned investors against complacency about inflation risks, while highlighting emerging markets' surprising resilience and t...
Emerging markets are continuing to evolve and change. They are transitioning from the world’s manufacturing hub to a global innovation hub.
Five charts to explain the outlook for emerging market debt in Q2.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.
Copyright © 2026 Markets Recon. All Rights Reserved.
