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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AI safety and surging energy prices trigger risk-off mood

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WEBINAR: India: The Uncorrelated Allocation

Watch the replay of this insightful webinar where Rashi Talwar, in conversation with Ben Underhill (Research Associate), discuss their views of the key themes in the Indian equity market and how Ashmore is positioning.

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Inflation peaking in EM

Inflation surprised to the downside across most large EM economies in June.
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Temporary dip in EM PMIs amid rapid vaccine rollout

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Gustavo Medeiros (Deputy Head of Research), Alexis De Mones (Portfolio Manager) and Adrian Petreanu (Portfolio Manager) review the markets and discuss the outlook for EM.
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The OECD revises EM GDP growth forecasts higher

The Organisation for Economic Co-operation and Development (OECD) revised its estimate of global gross domestic product (GDP) growth higher following recent stronger than expected economic data.
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'EM in 10' update

We discuss the outperformance of EM assets in May, driven by a faster vaccination pace across EM countries. We discuss inflation & explain why it is likely to remain elevated in the US throughout the rest of the year, & why it won't be a big deal for EM.
The Emerging View

Seven policy proposals to meet the Paris Agreement objectives

The 2015 Paris Agreement introduced the legally binding goal of maintaining the average global temperature below the pre-industrial revolution average plus 2⁰ Celsius in order to avoid severe stress on natural and socioeconomic systems.