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Latest insights

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In the Bin

Kevin Warsh's Fed testimony loomed this week, whilst Middle East tensions pushed yields higher and political drama unfolded across Europe.

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Mark Dowding
Jul 10, 2026

Special situations: opportunity out of uncertainty

Special situations investing – why Europe’s mid-market is fertile hunting ground, and why our watchlist of opportunities is at a record high.

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Adam Phillips
Jul 09, 2026

Brazil’s forecast: cloudy with a chance of sunlight

Our EM Equity trip to Brazil revealed resilience beneath the uncertainty, with select opportunities in quality equities at attractive entry points.

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Miya Tailor
Jul 09, 2026

In praise of unconstrained investing

Why an unconstrained investment approach is uniquely positioned to exploit the breadth, technical complexity and inherent inefficiency of EM Debt.

Thoughts from the EM Equity desk: AI index concentration

Our EM Equity team discuss AI-driven changes in EM indices, including Taiwan and South Korea's dominance, and opportunities beyond current leaders.

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