Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Market flash: The situation remains very unclear
  • 20 Mar 2026

•    Three weeks after the US-Iran conflict began, there is no clear resolution in sight. •    Meanwhile, US-China tensions persisted even though talks had resumed. •    Central banks are caught be...

EM monthly - Ten reasons to invest in emerging markets
  • 19 Mar 2026

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

Ensuring food security in Egypt
  • 19 Mar 2026

Trade finance case study

AI investing in China: A pragmatic approach and scale offer competitive advantages
  • 19 Mar 2026

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.

China could be the world’s biggest public funder of science within two years
  • 19 Mar 2026

Forecast by science-policy researchers raises questions about where the epicentre of global research will shift to in the coming decade.

Ensuring food security in Egypt
  • 19 Mar 2026

Trade finance case study

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...