Emerging Markets

Crossing the Frontier of Emerging Markets Debt

Yvette Babb
Emerging Markets Debt

As fixed-income investors, we tend to focus on the negative. Rising geopolitical tensions and the direction of U.S. Treasurys, for example, have been particularly concerning of late. But in our opinion, emerging markets (EM) debt...

3 Metals to Watch

Alexandra Symeonidi, CFA
Emerging Markets Debt

We believe that the fundamentals for copper, nickel, and aluminum are strengthening due to improving demand prospects supported by electric vehicles (EVs), renewable energy, and data centers along with supply rationing in the form of...

Equities Play a Waiting Game

Ken McAtamney, Partner
Global Equity

The waiting game continues for the U.S. Federal Reserve (Fed) and other major central banks to cut interest rates this year. In the meantime, however, global equities have performed well. As discussed at the beginning...

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