Find ideas for investing effectively in emerging and frontier economies
Europe’s current AI strategy focus is not to compete with the US and China on capex levels, but to accelerate adoption.
In this week's Bond Bulletin we explore why stronger emerging market (EM) sovereign fundamentals, generous real yields and a more stable investor base make the case for the asset class harder to ig...
Employees in Taiwan covered by the old pension system can now make voluntary contributions to Labor Pension Act system retirement accounts.
JEMI offers a route into emerging markets for dividend seekers.
After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led inflation, tariffs, and a war in the Gulf. These...
As U.S. Treasury supply and AI borrowing grow, investors are looking again at yield, duration and risk.
Over the past several years, cruise operators have delivered remarkably resilient operating and financial performance despite geopolitical instability, including US tariff uncertainty, conflicts in...
Beata Manthey and Max Layton explore the latest developments in the U.S.-Iran conflict and various scenarios as we approach year's end. As they discuss, Iran has incentives to escalate the conflict...
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