EME Notes from the Road: China
Emerging Markets Equity Team
After a six city tour through China, our team reflects on the dominant themes across the mainland, including oversupply, deflation, and weak consumption.
Polina’s Perspective: Can African nations go it alone?
Emerging Market Debt Team
After recent travels to Kenya and Angola, Polina explores the question hanging over boardrooms from Nairobi to Luanda, simple yet profound: can African nations maintain debt sustainability without the IMF's safety net?
Emerging Market Debt: 2026 Outlook
Emerging Market Debt Team
As we step into 2026, the global economic landscape presents a constructive yet complex outlook for Emerging Market Debt.
Emerging Market Equity: 2026 Outlook
Emerging Market Equity Team
2025 was a notable year for global markets, marked by a leadership reversal away from the U.S. to international equity and currency markets. In particular, EM equities have performed well, and in this year’s report, our EM Equity team explores the potential for this trend to continue.
BlueBay Emerging Market Debt Update
Emerging Market Debt Team
Senior Portfolio Manager Anthony Kettle’s weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing insight on how financial, political, and economic developments in one region affect markets elsewhere. Here is his latest insight.
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