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Monthly analysis of the global bond market.
There's a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that's where we see a lot of potential.
Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?
Previously, EM policymakers sought to protect their currencies when capital flows suddenly stopped. Now, they are trying to protect growth—at any cost.
Finding value and managing risk in emerging markets debt often means seeking opportunities beyond the constraints of a broad market benchmark.
Focusing on quality has historically led us to companies with strong financial and ESG characteristics.