By Lupin Rahman |
With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
By Lupin Rahman |
Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy.
With trade policy, geopolitics and emerging markets currently top-of-mind for many investors, the spring meetings were especially relevant.
Investors point to improvements in growth, lower inflation and contracting current account deficits as evidence of emerging markets’ resilience to global shocks.
By Lupin Rahman |
While PIMCO’s cyclical outlook is cautious overall, our outlook for emerging markets is more constructive.
For the first time in decades, Brazil has a golden opportunity to tackle some of the factors underlying its structurally high interest rates.
As the new administration's honeymoon draws to a close, the country’s prospects ride on reform.
A ray of optimism peeked through at the annual IMF meetings.
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