Find ideas for investing effectively in emerging and frontier economies
On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers...
Mirova’s approach in Emerging Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
• The markets initially welcomed every sign of de-escalation: Government bond yields eased, equity markets rebounded and Brent crude fluctuated between $100-110. • Donald Trump’s address on W...
How policy reform, expanding capital markets, and rapid adoption of technologies such as AI are reshaping growth drivers across Gulf region equities.
Geopolitical shocks can move emerging markets quickly—but trading the headlines is notoriously difficult. We explain why geopolitics is better treated as a risk-management input than an alpha sourc...
How Poland’s Dino Polska built a small town supermarket giant.
Big reforms mean domestic growth could match the country’s export success.
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
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