Search results for 'EM'

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What is emerging market debt?
The world's largest credit pool is often misunderstood. Get clarity on emerging market debt and learn practical considerations for your portfolio.
Why invest in emerging market debt?
We outline how EMD provides diversification, a potential yield advantage to developed markets and a fertile hunting ground for active managers.
Dispelling the myths about emerging market debt
There are several misconceptions of EMD that exist. To help investors make a more informed decision, we explore the reality behind the myths.
Ways to access emerging market debt
We introduce a framework to help investors consider the most suitable way to access emerging market debt.
Polina’s Perspective: The Sapeurs of Brazzaville - a tale of style and substance
Following a recent visit to the Republic of Congo, Polina Kurdyavko shares her thoughts.
India: return of the bulls
Our EM Equity trip to India highlighted how the country’s growth has far from peaked, with manufacturing and rising consumption driving a comeback.
Polina’s Perspective: When Washington Burns and Markets Stay Cool
Following a visit to Washington DC for the IMF meetings, Polina Kurdyavko shares her thoughts.
Dollars and Sense podcast
In this episode of Dollars and Sense, we discuss what's driving emerging markets equities higher and whether the rally has further to run.
Markets with Mike | September 2026
With rising bond yields and inflation fears echoing the 1970s, Mike Bell explores what AI and labour markets may mean for the medium-term outlook.
EM local markets – the next safe haven?
The potential of a lower US dollar and the latest ‘China Shock 2.0’ are providing interesting opportunities for EM local currency fixed income.