Over the past few years, emerging markets debt has underperformed as interest rates have increased to fight inflation. Marcelo Assalin, CFA, partner and head of our emerging markets debt team, explains why it’s an interesting...
AT WILLIAM BLAIR
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services. They uncover dynamics that challenge conventional wisdom about post-COVID shifts in...
Olga and Hugo explore how the U.S. Federal Reserve (Fed) can address recent weakness in the banking system without giving up its commitment to reduce inflationary pressures. Hugo: Olga, nice to be going for a...