Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging market debt is making a comeback
  • 08 Jun 2026

Emerging market debt seems to be enjoying a revival. Our CIO Emerging Market Debt discusses the renewed interest in this asset class, his team’s expectations for 2026, and where he sees opportuniti...

India government bonds get a glow-up
  • 08 Jun 2026

India has removed withholding and capital gains taxes on government bonds for foreign investors, improving access, potential returns and support for the rupee.

A game of two halves – investment performance through the conflict
  • 05 Jun 2026

March was a challenging month for emerging market debt, with conflict in the Middle East leading to mostly negative returns, yet April has been more positive, with spreads now tighter than at the s...

Emerging Markets Insights: Evolving investment narratives in a resilient market
  • 04 Jun 2026

The latest Emerging Markets Insights discusses companies across various sectors that have expressed cautious optimism for the second half of 2026 despite ongoing geopolitical pressures and higher i...

Bond Bulletin: EM local debt - Value after the rate repricing
  • 04 Jun 2026

Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this...

What’s behind China’s historically high counts of corresponding authors?
  • 04 Jun 2026

From 2016 to 2020, almost one-third of papers by authors in China had multiple corresponding authors — but policy reforms are expected to have dampened the trend.

Better Vantage: The asset category no one talks about
  • 04 Jun 2026

Better Vantage: Why emerging markets bonds can improve diversification, income, and currency exposure

Mexico and the 2026 World Cup: Managing security and travel risks
  • 04 Jun 2026

The 2026 World Cup in Mexico presents a major opportunity for the region; however, careful planning is required to manage security, travel disruption and misinformation risks.

EM Fixed Income: From Tactical to Strategic
  • 04 Jun 2026

Long-term investors are shifting focus to emerging markets as a source of long-term diversification. Here’s why.