Search results for 'EM'

Search results 31-40 of 66
Ideas in action – Bond-equity correlation’s recent shift is supportive for convertibles
Markets seem to be back in a pattern whereby strong economic data can drive bonds lower and equities higher, we look at the impact on convertibles.
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The water challenge: a primer for investors
In helping to address the world’s vital water challenges, can we also find opportunities for returns?
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Jean-Philippe Blua
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Carbon capture and storage
Carbon capture and storage projects form a key part of our engagement activities with certain energy companies.
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South Korea: where old meets new
We discuss our trip to Korea, an EM equity investor’s paradox, as one of the most developed countries globally sitting within emerging markets.
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2024: a record year of political elections
As half the world’s population gets ready to vote this year, we look at the potential implications for emerging markets.
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Polina’s Perspective: India – the elephant in the room
Following a visit to India, Polina discusses the country’s success in addressing structural and cyclical challenges over the last few years.
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MacroMemo | June 13 2023
Technology and the economy / Debt ceiling asides / Fed liquidity programs / Contrarian on China / Softer economic data / Eurozone recession
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Emerging markets debt
A multi-layered approach for a broad & evolving asset class.
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Polina’s Perspective: Emerging markets – a high coupon affair or true love?
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