Find ideas for investing effectively in emerging and frontier economies
Non-US and emerging markets led global equity returns in 2025 as dollar weakness, valuation catch-up, and shifting leadership reshaped performance.
As we head into 2026, emerging market (EM) bonds offer a solid opportunity, backed by improved fundamentals, positive technicals, and attractive all-in yields thanks to high baseline Treasury levels.
Following nearly two decades of negotiations the EU and India concluded their discussions on a FTA on 27 January 2026.
With multiple stock indexes near record levels, the potential for broadening momentum suggests it may be time to think about diversifying into asset classes that have started to rally more recently.
• After reaching a compromise agreement with the EU on Greenland, Washington is now threatening to increase tariffs for Canada by 100% as punishment for seeking closer ties with China. • The...
EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they be...
Emerging market debt thrived in 2025 and the outlook remains attractive for 2026, driven by strong fundamentals, central bank rate cuts, and policy credibility.
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