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Insights

Emerging market corporate bonds and tariffs: beyond the noise
Insights
Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 min Read
Investing in the 'sweet spot' of global credit
Insights
Investing in the 'sweet spot' of global credit

Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

3 min Read
Japan's Green Transformation Policy: are investors overlooking an opportunity?
Insights
Japan's Green Transformation Policy: are investors overlooking an opportunity?

Find out what this $140 billion programme means for investors

5 min Read
Reframing sustainable investing for high-yield bonds
Insights
Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this.

4 min Read
February 2025 EMD Review and Outlook: resilience amid turbulence
Insights
February 2025 EMD Review and Outlook: resilience amid turbulence

Our summary of developments in emerging market debt in February 2025 and outlook.

4 min Read
Enhanced indexing: combining alpha with diversification
Insights
Enhanced indexing: combining alpha with diversification

What are the benefits of an enhanced index strategy? Find out here.

5 min Read
Five issues for sustainability investors in 2025
Insights
Five issues for sustainability investors in 2025

How will political and economic turbulence affect sustainable investing?

5 min Read
Deepseeking – China’s LLM leap
Insights
Deepseeking – China’s LLM leap

In the latest episode of the Emerging Market Equities podcast, Nick sits down with Pruksa to take a deep dive into the current world of AI.

31 min Listen
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