Emerging Markets

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...

Outlook 2023: Better Than Feared

Olga Bitel, Partner
Global Equity

As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil...

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...

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