By Yacov Arnopolin, Gene Frieda, Lupin Rahman, Vinicius Silva | Apr 18, 2019 10 Investor Takeaways From the 2019 Spring IMFWorld Bank Meetings The overall tone at the mid-April meetings of the International Monetary Fund and the World Bank Group in Washington, DC, was optimistic, albeit mindful of the differentiated political and idiosyncratic risks across emerging markets.
By Yacov Arnopolin, Lupin Rahman, Vinicius Silva | May 02, 2018 Ten Investor Takeaways From the IMF/World Bank Spring Meetings With trade policy, geopolitics and emerging markets currently top-of-mind for many investors, the spring meetings were especially relevant.
By Yacov Arnopolin | Mar 01, 2018 Oil and the Uphill Road to Fiscal Balance in the Middle East Bonds from the Middle East make up an ever greater portion of emerging market debt, and how these countries adjust to their fiscal challenges will be crucial for investors.
By Yacov Arnopolin, Pramol Dhawan, Gene Frieda | Feb 21, 2018 Emerging Markets: Standing Up to Higher Volatility During the second most significant repricing in U.S. Treasury bond yields since 2013, emerging market debt has so far significantly outperformed equity, oil and U.S. Treasury beta.
By Yacov Arnopolin, Lupin Rahman, Vinicius Silva | Oct 18, 2017 Ten Investor Takeaways From the IMF/World Bank Meetings Investors point to improvements in growth, lower inflation and contracting current account deficits as evidence of emerging markets’ resilience to global shocks.
By Yacov Arnopolin | Sep 28, 2017 Russia: Growth Up, Inflation Down Sanctions and volatile oil prices haven’t stopped Russia’s emergence from stagflation.
By Yacov Arnopolin | Jun 21, 2017 Emerging Markets Offer Compelling Yields Portfolio manager Yacov Arnopolin discusses where PIMCO sees value in emerging markets.
By Yacov Arnopolin | Jun 09, 2017 Charting Opportunity in Emerging Markets: Fixed Income Yields Look Compelling The yawning gap between emerging market (EM) and developed market (DM) fixed income yields highlights continued opportunity in EM debt. Investors may want to adjust their allocations accordingly.
By Yacov Arnopolin | Mar 27, 2017 Emerging Markets: The Clouds Lift As 2017 progresses and the priorities of the Trump administration take shape, the outlook for emerging markets has evolved from uncertain to promising.
By Yacov Arnopolin | Feb 16, 2017 Russia: Stagnant Stability A recent trip to Moscow on the 100th anniversary of the 1917 revolution revealed not a whiff of revolutionary change in the economy, but rather stagnant growth mixed with structural stability. We could simply call it “stagnant stability.”
By Yacov Arnopolin, Lupin Rahman | Oct 21, 2016 Brazil – The Comeback Kid? As the new administration's honeymoon draws to a close, the country’s prospects ride on reform.
By Lupin Rahman, Yacov Arnopolin | Oct 12, 2016 IMF/World Bank Meetings Point to Brighter Outlook for Emerging Markets A ray of optimism peeked through at the annual IMF meetings.
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