By Yacov Arnopolin, Lupin Rahman, Vinicius Silva | Oct 25, 2019 10 Key Investor Takeaways From the 2019 Annual Meetings of the IMF and World Bank Trade, geopolitics, and emerging markets were top of mind at the recent annual meetings.
By Daniel J. Ivascyn | Sep 19, 2019 Green Shoots in Global Markets Group CIO Dan Ivascyn discusses the risks and opportunities in emerging markets and where investors can find high conviction ideas globally.
By Andrew Pyne | Jun 03, 2019 Charting Emerging Market Equity Leadership: BATs vs. Value In emerging market equities, we see reasons to focus on value stocks and areas with attractive valuations.
By Gene Frieda, Taosha Wang | May 02, 2019 India’s Post-Election Outlook: A Fine Balance A new round of reforms could help maintain the delicate balance between growth and financial prudence.
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 Brian Holmes | Mar 20, 2019 Moral Hazard in Emerging Markets: Papering Over the Cracks With a patchwork of lenders now willing to provide financing on noncommercial terms to countries in distress, “moral hazard plays” have proliferated in emerging markets.
By Emmanuel Roman | Dec 27, 2018 Emerging Markets: Risks and Opportunities Learn the key factors we watch in assessing investments in emerging markets.
By Emmanuel Roman | Dec 14, 2018 Active Versus Passive Investing: Why Bonds Are Different Several features of bond markets and the broader economy tend to favor active fixed income managers over their passive peers.
By Gene Frieda | Nov 26, 2018 Mexico: ‘Tequila’ Sunrise? A plan to cancel the new Mexico City airport highlights the risk that President-elect Andrés Manuel López Obrador may implement some of his more costly campaign promises.
By Lupin Rahman | Oct 30, 2018 A New Dawn for Brazil? For now, markets are giving Bolsonaro the benefit of the doubt
By Lupin Rahman | Oct 15, 2018 Ten Investor Takeaways From the 2018 Annual IMF/World Bank Meetings With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
By Pramol Dhawan | Oct 11, 2018 Argentina and the IMF: Second Time's a Charm We see opportunities in segments of Argentina’s bond market where prices reflect the risks.
By Gene Frieda | Jun 25, 2018 The Currency Sweepstakes: Will the U.S. Dollar Win? The U.S. dollar has lately become the front-runner in the currency sweepstakes, but we believe the currency Triple Crown will likely prove elusive in 2018.
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 Isaac Meng | Mar 19, 2018 Inflation Rebound Signals China Is No Longer a Source of Global Disinflation In addition to China’s latest CPI, other signs point to sustained inflation in the country over the next year.
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 Gene Frieda | Dec 15, 2017 Are Emerging Markets Still on High Ground? A recent performance setback in local bond markets has led some investors to fear that the recovery cycle may be short-circuiting.
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Andrew Pyne Brian Holmes Daniel J. Ivascyn Emmanuel Roman Gene Frieda Geraldine Sundstrom Isaac Meng Ismael Orenstein Joachim Fels Lupin Rahman Michael A. Gomez Mike Amey Olivia A. Albrecht Pramol Dhawan Scott A. Mather Taosha Wang Vinicius Silva Yacov Arnopolin
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