Our assessment of the Turkish lira (TRY) has substantially changed in a short period of time....
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ESG
Emerging markets (EM) debt could benefit in 2021 from a favorable combination of factors—such...
A Changing Tide Supports International Investing
March 2, 2021Expectations for earnings growth and return on invested capital (ROIC) have become more...
As we get further into 2021, we are more bullish on emerging markets (EM) equities than at any...
Emerging markets (EM) equities and debt suffered along with other assets when the COVID-19...
Since sustainable (“green”) bonds were first introduced, the fixed-income market has seen the...
While reviewing the prior year and forming an outlook for the market, it is impossible not to...
We currently have a favorable view of the energy sector, which is largely driven by attractive...
Convergence: 5 Growth Themes Shaping the Future
November 30, 2020The world is rapidly changing: Enabling technologies are becoming less expensive and more...
The commitment of companies and investors to environmental, social, and governance (ESG)...
Sustainable Trends Supporting China A-Shares
October 15, 2020China A-shares—the domestically listed equities of mainland Chinese companies—have been...
COVID-19 Accelerates Trends in Emerging Markets Corporate Debt
October 13, 2020As an asset class, emerging markets corporate debt has shown quite a bit of resiliency. Longer term, we think the COVID-19 crisis will likely accelerate trends that were already underway.