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Highlighting the value of pick-and-shovel investing in Asia’s tech sector, urging investors to focus on smaller, lesser-known tech enablers rather than just large companies.
We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering both challenges and opportunities for investors.
We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.
A look at small cap stocks and why, given the current environment, discerning investors may wish to seize the opportunity.
In our latest Q4 outlook, we look at the nuances of municipal bond investing, how current events shape the opportunities for the asset class, and where they may fit within a fixed income allocation.
Unlocking the underlying strength of closed-end funds as an asset class.
Amid the uncertainty surrounding the upcoming US presidential election and the extreme sentiment in commodity markets, investors may find more clarity and confidence by focusing on contrarian opportunities in commodities.
Host Nick Robinson recently sat down with Emerging Markets Economist Michael Langham to discuss the potential impact of the upcoming presidential election on emerging markets.
A look at how China's projected 2024 growth target of “around 5%” remains on a knife edge despite signs that past policy easing is gaining traction.
Guest Bridget Rosewell, Board Member at UK Infrastructure Bank, joined host Paul Diggle on the recent podcast to discuss how climate change, technological progress, and geopolitics are reshaping infrastructure needs.
Amid a slowing global economy, we are forecasting a soft landing and examining what may come in the fourth quarter in our latest economic outlook.
Amid slowing growth and rising unemployment, reigniting worries that the economy could be headed for imminent recession, we explore five pressing questions.
A look at how China's economy performed better than extremely weak credit demand would suggest.
On a recent podcast, we discussed – and brainstormed – how to translate macroeconomic themes into potential equity investment ideas.
A look at how factors that helped support emerging market growth in Q2, including pick-up in manufacturing, are set to persist in the near term.
We unpack some of the reasons why China will remain a contender for years to come.