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 Francesc Balcells, 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.
By Joachim Fels, Olivia A. Albrecht | Nov 13, 2017 Emerging Markets Outlook: Constructive Joachim Fels, global economic advisor, and Olivia Albrecht, fixed income strategist, discuss emerging markets fundamentals and where we see opportunities.
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 Lupin Rahman | Oct 10, 2017 Emerging Markets Outlook: Constructive, But for Investors the Work Begins While PIMCO’s cyclical outlook is cautious overall, our outlook for emerging markets is more constructive.
By Isaac Meng | Oct 05, 2017 China’s 19th Party Congress: A New Cycle? If President Xi Jinping’s power is strongly reinforced, the 19th Party Congress could be a defining moment for the next decade.
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Brian Holmes Emmanuel Roman Francesc Balcells Gene Frieda Geraldine Sundstrom Isaac Meng Ismael Orenstein Joachim Fels Lupin Rahman Michael A. Gomez Olivia A. Albrecht Pramol Dhawan Scott A. Mather Taosha Wang Vinicius Silva Yacov Arnopolin
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