The signing of the phase one trade deal between the United States (US) and China and the ratification of USMCA by the US Senate reduced tail risks and boosted short term market sentiment.

The United States (US) stock market is up nearly 500% since the 2008/2009 financial crisis, including dividends.

Argentina’s first measures in a positive direction according to the IMF.

Often underappreciated, the benefits of diversification in external debt were richly on display in 2019, when the asset class returned 15% despite significant volatility in a number of EM countries, including Argentina.

The 2020 outlook for Emerging Markets equity is brightening.

Following another year of strong returns, EM fixed income has outperformed developed bond markets by a significant margin over the past four years.

Global growth is decelerating. Policy-makers in developed economies are gearing up for yet more fiscal spending.

African public markets are relatively young. Alongside Chinese finance, they are encroaching on space previously monopolised by donors.

Lower interest rates in the aftermath of the Global Financial Crisis are increasing the affordability of real estate while rendering conventional liquid fixed income in developed economies (DM) less attractive.

Welcome to Emerging Markets! A huge array of economies all at various stages of development and maturity with different capital market structures.

Emerging Markets (EM) inflation set a new cycle low in September.

Argentina once again finds itself in the grip of financial turmoil.

Investors are suddenly much more concerned about the political transition in Argentina.

Welcome to the 8th annual review of the Emerging Markets (EM) fixed income asset class.

The establishment of local bond markets has been the single most important structural change in Emerging Markets (EM) in the past quarter of a century.

The media can unearth insights about far-flung EM investment grounds.

Passive investment funds have grown in popularity and offer one key benefit, immediate market beta.

The case for Emerging Markets external debt is solid. The long-term risk-reward has been and remains compelling. The outlook over the medium-term also favours the asset class as the unwinding of distortions in global bond markets attributable to Quantitat