Markets Recon
Sign in Register

Part of Ashmore Group

Ashmore Group

+2 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
EM equity and AI: cheap exposure today, broader impact tomorrow
Emerging Markets Thematic / Megatrends
Read More 
Post midterms position clearing at mid-cycle is a buying opportunity
Private Markets Industry
Read More 
AI concerns drive further tech downside as US midterms loom
Thematic / Megatrends Equities
Read More 
The country of the future' take-off was postponed once again
Macro Fixed Income
Read More 
Bond yields fall as AI financing concerns drive risk-off move
Macro Fixed Income
Read More 
Emerging market resilience tested by energy shock and Fed hikes
Emerging Markets Macro
Read More 
Brazil's swing to the right boosts EM prospects
Emerging Markets Commodities
Read More 
Emerging market local currency bonds: The opportunity from here
Emerging Markets Portfolio Construction
Read More 
Kevin Warsh the hawk
Commodities Macro
Read More 
Stronger payrolls mean August CPI may swing upcoming US rate decision
Commodities Macro
Read More 
Generating impact and returns through EM public debt markets
Sustainability Macro
Read More 
Bonds under pressure as Hormuz conflict flares up
Fixed Income Industry
Read More 
The interventionist maths: higher JPY + lower UST = weaker USD
Macro Emerging Markets
Read More 
Risk assets resilient despite soft data and steeper curves
Macro Emerging Markets
Read More 
Bulls in control and Dollar downside asymmetry
Macro Equities
Read More 
Korea and Japan coordinated interventions with US Treasury as levered AI positions unwound
Emerging Markets Macro
Read More 
The case for emerging market small cap equities
Emerging Markets Equities
Read More 
Oil relief welcome before Wednesday’s FOMC
Commodities Macro
Read More 
The arrival of Kimi K3 tests investors’ faith in Jevons’ Paradox
Thematic / Megatrends Equities
Read More 
Hormuz hostilities and a memory stock correction
Macro Commodities
Read More 
WEBINAR: EM Sovereign Debt: The yields are all-right
Fixed Income Portfolio Construction
Watch Here 
Peak hawkishness
Commodities Macro
Read More 
EM Sovereign Debt: The ultra-marathon runner goes on
Macro Fixed Income
Read More 
Falling oil prices bring nominal rates lower and real rates higher
Commodities Fixed Income
Read More 
Treasury Curve falls flat on Kevin Warsh’s FOMC debut
Fixed Income Commodities
Read More 

It seems you have limited access to our data as you are not signed in. Either sign in to access your account, or register an account for free to gain access!

Create a free account Sign in