Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Why Do U.S. Equities and the S&P 500 Matter in South Korea?
  • 10 Mar 2026

S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set, key diversification and sector composition differences between notable U.S. equity and Korean benchmar...

Poland: Implementation of the EU Pay Transparency Directive moves closer
  • 10 Mar 2026

Poland’s draft bill would bring significant new requirements for employers to disclose gender pay information to workers on request and submit annual pay gap reports, among other changes.

South Korea’s Rising Governance Tide: How to Ride the Value-Up Wave
  • 09 Mar 2026

Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...

China’s market disconnect
  • 09 Mar 2026

China’s equity performance continues to diverge from emerging markets as policy uncertainty and structural challenges weigh on returns.

USD100 oil puts EM outperformance on hold
  • 09 Mar 2026

Oil rose above $100 as Middle East tensions escalated. US payrolls missed badly, China stayed productivity-focused, Indonesia’s outlook was cut, Argentina passed labour reforms, and Poland trimmed...

EM corporate debt: A misunderstood asset class
  • 06 Mar 2026

A nuanced view of the emerging markets corporate opportunity set

Emerging Markets Corporate Debt: 5 Themes to Watch in 2026
  • 06 Mar 2026

After delivering another year of solid performance in 2025, emerging markets (EM) corporate credit appears poised for another solid year in 2026.

An evergreen future for emerging market private credit?
  • 05 Mar 2026

Recent volatility in US private credit has exposed strains within evergreen funds holding long-dated, illiquid loans. Felipe Berliner explains why emerging market private credit may offer a better...

CIO Perspectives Podcast: SaaSpocalypse, the AI Death Star and Private Credit Indigestion
  • 05 Mar 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...