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Featured articles
In praise of unconstrained investing
We discuss why a high conviction, total return approach is best suited to generating superior returns in the unconstrained EMD space.
Emerging investment opportunities
We look at the recent election outcomes in India, Indonesia and Mexico, and the potential impact on these countries’ environmental agendas.
An improving credit story: Turkey’s turnaround
Turkey’s recent B1 credit rating upgrade by Moody’s reflects a turnaround in the country’s credit story, something we’ve been signalling for a while.
Bondholders: seeking to contribute to driving change and shaping outcomes
Harrison Hill looks at how the engagement activities of public market investors can help drive better ESG practices and outcomes.
A repeat of early month blues….
In meetings in the Middle East this week, it has been interesting to contrast regional prospects with those of countries elsewhere.
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