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Latest insights

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A great week for Japan's LDP, an awful one for UK's Labour

Japanese PM Takaichi secured a landslide victory this week, while in the UK, PM Starmer is damaged from recent political events.

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Mark Dowding
Feb 13, 2026

Dollars and Sense podcast

In our ‘Dollars and Sense’ podcast episode, Polina Kurdyavko, Head of EMD, discusses markets, politics, and economic trends in the EM universe.

AI Data Center Boom

Record AI capex debt supply may test markets in 2026, but high-quality issuers, growing AI adoption, and inelastic demand provide support.

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Andrzej Skiba
Feb 10, 2026

LatAm: political shifts and corporate resilience

Political uncertainty is the dominant theme in Brazil and Chile, with elections upcoming. Following a recent trip, we share insights from the ground.

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Richard Farrell
Feb 10, 2026

Emerging market debt: many sides to the story

We highlight key themes in EMD this year, increasing geopolitical fragmentation, and investment opportunities in countries and sectors.

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Anthony Kettle
Feb 06, 2026

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