Emerging Markets

3 Points About China

Vivian Lin Thurston, CFA, Partner
Global Equity

Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up,...

Innovative Strategies Help Overcome ESG Hurdles

Yvette Babb
Emerging Markets Debt

Events of 2022—including Russia’s invasion of Ukraine and the associated energy crisis in Europe; extreme weather conditions globally; and the political polarization of environmental, social, and governance (ESG) factors in advanced economies, most notably the...

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...

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