Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

EM monthly - Ten reasons to invest in emerging markets
  • 17 hours ago

Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.

Middle East crisis reinforces commodity supercycle – emerging market bonds poised to benefit
  • 18 Mar 2026

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...

Thermal Renaissance: Why Gas-Fired Generation is Infrastructure Again
  • 18 Mar 2026

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...

Middle East escalation: Market impact and emerging market implications
  • 18 Mar 2026

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...

MVGMMA Index Maintains Conservative Equity Exposure into March
  • 18 Mar 2026

Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners

CIO Briefing - War in Iran: Increasing bearish sentiment in week 2
  • 17 Mar 2026

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...

Gemcast Episode 10: Advancing African Infrastructure
  • 17 Mar 2026

In episode 10 of Gemcast, Pranav Khamar, Portfolio Manager at Gemcorp Capital, examines what sets African infrastructure apart, drawing on over a decade of experience tailoring capital to the conte...

Mexico: Constitutional amendment reducing the statutory workweek enacted
  • 17 Mar 2026

Mexico’s phased transition to a 40-hour workweek by 2030 could bring new compliance requirements for employers, especially in retail, manufacturing, tourism, logistics and business processing.

China’s risk-reward is shifting
  • 17 Mar 2026

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discuss...