Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

The shifting role of retirement fund advisers in South Africa
  • 03 Mar 2026

South Africa’s retirement industry is evolving...

Cryptos, Stablecoins and Sovereign CBDCs
  • 03 Mar 2026

How should SWFs and Asset Owners rethink crypto assets in 2026? By Winston Ma, Partner of Dragon Global Family Office; Former MD, China Investment Corp (CIC)

Emerging Markets Insights: War in Iran and falling tariffs
  • 03 Mar 2026

Operation Epic Fury and the impact on the equity risk premium and inflation risks, in addition to US tariffs the China National People's Congress are three things to watch in this month’s Emerging...

Where global economies sit in the AI stack
  • 03 Mar 2026

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital...

Quick view: Energy price sensitivity could drive EM differentiation amid Iran conflict
  • 03 Mar 2026

Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.

The Middle East plunges into the unknown
  • 02 Mar 2026

As we feared in our note published on Friday, Donald Trump acknowledged the inability to reach an agreement on his own terms on the nuclear issue and decided to launch a large-scale military operat...

On My Mind: Iran—Early considerations on market impact
  • 02 Mar 2026

Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.

Is emerging market corporate credit back in vogue?
  • 02 Mar 2026

Emerging markets’ strength comes from within
  • 02 Mar 2026