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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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Uzbekistan looks set to become the 73rd EMBI GD member

Weekly investor research

18 February 2019

Uzbekistan issued its inaugural sovereign Dollar-denominated bond last week. This means that Uzbekistan will likely become the 73rd EM country in the JP Morgan EMBI GD index. The enormous diversity of...

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Declining inflation re-injects value into EM local bonds

Weekly investor research

11 February 2019

Despite strong performance in January, Emerging Markets (EM) local currency bonds retain their attractiveness due to the continuing decline in inflation in EM countries. Fears of pass-through from last...

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