Protests in Latin America are generally a positive force for structural improvements
Weekly investor research
11 November 2019
Yields in the US are rising again after the yield curve inversion earlier this year. Emerging Markets (EM) equities outperformed in spite of rising political noise in Latin America. In Bolivia, Evo Morales...
Read more
Investing for alpha in EM fixed income over the full cycle
Weekly investor research
04 November 2019
Alpha in EM investments comes from multiple sources across the full investment cycle. High yield contributes alpha in normal market conditions, price inefficiencies produce opportunities during shocks...
Read more
