U.S. Dollar

What’s Driving U.S. Dollar Strength?

Olga Bitel, Partner
Global Equity

As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly...

6 Themes Driving Emerging Markets Debt

Marcelo Assalin, CFA, Partner
Emerging Markets Debt

Emerging markets (EM) debt could benefit in 2021 from a favorable combination of factors—such as improving global growth and ample liquidity conditions—but adding to our optimism is our belief that several important themes will likely...

The Case for Local Currency Emerging Markets Debt

Lewis Jones, CFA, FRM
Emerging Markets Debt

We expect emerging markets (EM) debt issues in local currency to outperform other fixed-income asset classes in coming quarters, and several factors underpin this positive forecast. Watch the video or read the recap below.

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