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A gentle rebuttal to Carmen Reinhart

Weekly investor research

29 May 2018

Harvard economist Carmen Reinhart thinks Emerging Markets (EM) are more vulnerable today than they were in 2008 crisis. We disagree. In this Weekly we offer a rebuttal to her main arguments.

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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...

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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...

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