Is Emerging Markets Debt Well Positioned?

Marco Ruijer, CFA
Emerging Markets Debt

Despite softer economic conditions globally, emerging markets (EM) credit fundamentals remain supportive—and while we see some pockets of weakness, especially among energy- and food-importing countries, overall we believe EM debt is well positioned to withstand...

Will Brazilian Debt Go Green?

Jared Lou, CFA and Luis Olguin, CFA
Emerging Markets Debt

Brazilian President-elect Luiz Inácio Lula da Silva has vowed to be a climate leader, scaling back deforestation, setting new emissions targets, and helping developing nations get the money they need to deal with the effects...

ESG Considerations in Frontier Markets

Yvette Babb
Emerging Markets Debt

ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. Watch the video or read the recap below. Mike: Hi, everyone....

Resilient Fundamentals in Emerging Markets Debt

Marco Ruijer, CFA
Emerging Markets Debt

Emerging markets (EM) debt investors face headwinds in the last quarter of the year, thanks to monetary tightening, geopolitical tensions, energy crises, and economic weakness in China. But despite the uncertainty, we have a constructive...

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