Find ideas for investing effectively in emerging and frontier economies
Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.
Trade finance case study
China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
Forecast by science-policy researchers raises questions about where the epicentre of global research will shift to in the coming decade.
Emerging markets are at the cusp of a new era. Persistently strong demand for bonds in the asset class, solid fundamentals and a weaker US dollar are creating attractive opportunities. At the same...
By Aaron Vale, CAIA, CFA, MFin, Global Managing Director, Mexico Infrastructure Partners In recent years, owning a natural gas power plant in the U.S. felt tenuous. Today, it can be among the most...
As the Middle East conflict causes widespread uncertainty for global financial markets, this paper offers a guide to the potential duration of volatility and the different impacts likely for emergi...
Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners
Week 2 of Operation Epic Fury has shifted the question from “how will markets react?” to “how long will the physical disruption last?” The Strait of Hormuz is effectively closed: vessel exits have...
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