Emerging market debt (EMD) has endured a challenging year-to-date, leading investors to question whether this is merely a correction following a strong two-year performance spell, or the start of something bigger. We believe technical factors have driven the sell-off, and that emerging markets remain fundamentally sound – meaning now is a good time to consider adding exposure.
Emerging market debt: putting this sell-off into context
Published date: July 2018Share
By Peter Turchin
History shows us that ‘eras of good feelings’ are followed by ‘ages of discord’. The first age of discord in the USA coincided with the American Civil War and my research overwhelmingly shows we are entering a second.
The history of the near future: what does history tell us about our Age of Discord?
Published date: June 2018Share
Investors often discount the importance of environmental, social and governance (ESG) analysis in emerging market debt (EMD) investing, based on perceptions that emerging market governance is inherently weak or that data is lacking.
Debunking the ESG myths in emerging market debt
Published date: March 2018Share
This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.
Insight broad opportunities strategy review and outlook webinar
Published date: January 2018Share
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