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Featured articles
South Africa: a sunnier future?
Our EM debt team discusses South Africa’s prospects post 2024’s pivotal election, and why political stability is key to achieving economic potential.
Cooling inflation and moderating growth prompt interest rate relief
We discuss how the U.S. and global economies should continue to moderately expand, particularly as the interest rate backdrop becomes more supportive.
AI-related stocks: a time to tread carefully
The AI theme is a pertinent one for emerging markets equity investors. However, elevated stock valuations and strong demand suggest caution.
Why take an active approach to fixed income investing?
Mark Dowding, CIO of BlueBay fixed income, explains why the fixed income asset class is best invested in using an active rather than passive approach.
Oh dear, Keir!
Events in the Middle East have taken a worrying turn towards escalation, while in the UK and France, the governments’ travails continue to build.
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