The Emerging View
2026 Emerging Markets Outlook
Disinflation, not debasement points to 'goldilocks' in 2026
The latest insights from our categories
The Emerging View
2026 Emerging Markets Outlook
Disinflation, not debasement points to 'goldilocks' in 2026
Weekly investor research
EM local currency bonds lead November performance tables
EM local bonds stayed strong despite choppy markets, as UK/German policy stayed on a consolidation/investment path. India and South Korea surprised with strong growth, while EM sovereigns like Zambia and Qatar saw rating support.
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WEBINAR: Latin America’s reform revival: From tactical play to structural opportunity
An insightful discussion on potential Latin American opportunities.
Latest Insights
The Emerging View
EM versus DM growth (2019-2023): How global is ‘global’ growth really?
IMF recently lowered its growth rate forecast for the global economy.
The Emerging View
The 2019-2023 EM fixed income outlook The Emerging View
Emerging Markets (EM) fixed income should deliver compounded returns ranging from 30% to 60% in Dollar terms over the 2019-2023 investment horizon as markets revert to unwinding the so-called QE trades
The Emerging View
US late cycle dynamics and EM bonds
The recent volatility in US stocks may be a warning that the US business cycle expansion is moving into its late stages.
Market Commentary
The green light for EM local markets just got significantly greener
The US mid-term election outcome was broadly in line with expectations as the Democrats took control of the House of Representatives, while the Republicans retained the Senate.
Market Commentary
Convergence, Big Time
A new study shows strong empirical evidence in favour of Emerging Markets (EM) economic convergence, which is arguably the single most important fundamental rationale for allocating to the EM asset class.
The Emerging View
Déjà vu 2002
The 2018 sell-off in EM local markets is more than a mere conventional ‘buy the dip’ opportunity.
The Emerging View
The EM equity universe: 7 implications of evolution
The size of the Emerging Markets (EM) equity universe is significant. It is evolving quickly and becoming more sophisticated as EM broaden, deepen and liberalise, better reflecting their underlying economic growth drivers.
The Emerging View
The EM fixed income universe version 7.0
This is the 7th annual review of the Emerging Markets (EM) fixed income asset class.
The Emerging View
Consultation exercise could lead to important EM index changes
A new consultation exercise regarding important changes to the two most used EM fixed income benchmark indices is underway.
The Emerging View
On the road to Korean reunification
A solution to the Korean Conflict is about a quarter of a century overdue, but now there is movement.
The Emerging View
Chinese bonds in Developed Markets bond portfolios
Chinese bonds will enter the Global Ag index less than a year from now.
Market Commentary
Emerging Markets – Powerhouse of global growth Market Commentary
Emerging Markets (EM) today are the world’s primary drivers of global growth and wealth accumulation.
Market Commentary
The best entry point for External debt in more than two years
A recent pullback in markets has produced the best entry point for more than two years in EM fixed income.
The Emerging View
Five stylised facts about EM and commodities
Data no longer supports the conventional thesis of Emerging Markets (EM) as a pure commodity play.
Market Commentary
Saudi Arabia’s Big Year
It was announced on 28 March that Saudi Arabia will be a constituent of the FTSE Emerging Markets index.
Market Commentary
The limits of protectionism
Last night the US government announced details of a USD 50bn package of tariffs on Chinese imports.
The Emerging View
How Chinese bonds can enhance your portfolio
Despite the size of the Chinese onshore fixed income market, most investors are not involved.
Market Commentary
Second Chance Saloon
Emerging Markets equity investors have once again over reacted to Developed Market events.