Asset-backed securities exposed to secular growth and pandemic recovery trends and those featuring floating interest rates provide compelling opportunities in rising rate/high inflation environments.
May 2022
Finding value and managing risk in emerging markets debt often means seeking opportunities beyond the constraints of a broad market benchmark.
June 2020
Previously, EM policymakers sought to protect their currencies when capital flows suddenly stopped. Now, they are trying to protect growth—at any cost.
Inflation remains a key focus.
June 2021
Here’s the role the Federal Reserve has played in the 2020 economy, and what policymakers are expecting for the rest of the year.
COVID-19 continues to spread, and countries are ramping up their responses to protect vulnerable economies. Will their efforts pay off?
March 2020
The return potential of developing economies is a given. But, the ability to capture it without undue risk is not.
September 2019