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Emerging markets tend to have high growth potential due to their young populations and relatively low levels of development. In this section you can learn more about our macro view on the markets through our research. If you want more country specific content, please reach out.
As we approach 2025, U.S. President-elect Donald Trump appears much better prepared to take office compared to late 2016. The tariff playbook has been revisited, and neighboring countries Canada and Mexico have learned that Trump is willing to use tariffs for purposes beyond just trade practices. China, the main target of U.S. tariffs during Trump’s first presidency, is also better prepared, having begun to leverage its dominance in rare metals. Global leaders are closely watching, staying tuned to social media 24/7. For 2025, we emphasize flexibility and strategies that offer a more idiosyncratic return profile.
The political die has been cast: the Republican sweep in the US means the nation’s political direction will change decisively in 2025.
In this episode of our podcast ‘Emerging Insights’, Alia Yousuf, our Head of EM Corporate Debt, and Edward Soekamto, our Senior Portfolio Manager, talks about the challenges and opportunities in investing in EM Corporate debt.
The main political event of 2024 is fast approaching. We take a closer look at how the US election might impact Emerging Market Debt (EMD) returns.
India is in many aspects a very interesting study these years, particularly as it moves up the income ladder from a low-income country with high poverty rates. Economists and market analysts continue to produce a seemingly endless stream of research on the implications of India's economic development for stock market returns.
Significant progress has been made in debt restructuring efforts this year, mainly via the G20’s Common Framework process, with countries like Zambia and Ghana successfully concluding negotiations.
Goldilocks seems so much yesterday as August kicked off with spiking volatility and risk appetite slumping. The negative market action is centering around a sell-off in Japanese currencies and equities as well as US tech stocks. While we believe a mild recession is the most likely path forward, we would also caution against extrapolating recent market patterns.
A regime shift is taking shape in the global inflation landscape. In Developed Markets (DM), geopolitical risks and the changing contours of globalization, newfound fiscal largesse as well as demographics point towards an exit from the post-GFC “lowflation” era. Within Emerging Markets (EM), however, a relatively disciplined policy stance and dis-inflationary forces from China has prevented trend inflation from rising.
The US presidential election draws nearer, and former US President Donald Trump is reportedly considering aggressive economic measures against China if re-elected this fall - including a 60% import tariff - potentially sparking a global trade war.
In 2023, the financial landscape proved to be far more favorable for investors than initially anticipated. As we step into 2024, disinflation is rapidly becoming prevalent, placing monetary doves in a dominant position.
In this episode of our podcast ‘Emerging Insights’, Nathalie Nørregaard Larsen, our Senior ESG Analyst, speaks about ESG income bias and the importance of evaluating countries’ ESG performance in a fair context.
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