By Gustavo Medeiros, Ben Underhill, Simon Cooke
The Emerging View

Generating impact and returns through EM public debt markets

Global sustainability funding needs are overwhelmingly concentrated in emerging markets, yet impact capital still skews to developed markets. The September Emerging View sets out why EM public debt is the most scalable way to close the gap.

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The Emerging View

Generating impact and returns through EM public debt markets

Global sustainability funding needs are overwhelmingly concentrated in emerging markets, yet impact capital still skews to developed markets. The September Emerging View sets out why EM public debt is the most scalable way to close the gap.
Weekly investor research

Bonds under pressure as Hormuz conflict flares up

Global bond yields remain under pressure as Strait of Hormuz tensions flare. The 10-year JGB tops 3% for the first time since 1996, S&P affirms India's 'BBB' rating and the Bank of Korea hikes to 3.0%.

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Delightful diversification

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.
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The case for EM local currency debt

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.
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The case for EM external debt

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