With trade policy, geopolitics and emerging markets currently top-of-mind for many investors, the spring meetings were especially relevant.

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.

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.

As 2017 progresses and the priorities of the Trump administration take shape, the outlook for emerging markets has evolved from uncertain to promising.

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.”

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.