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Investment Management
China's reopening: implications and impact
Brisk reopening brings quicker consumption response.
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Investment Management
2023 – a year of transition for emerging markets
Growth is set to slow but EMs may still outperform developed markets.
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Investment Management
CAMRADATA explores why Systematic Strategies have declined in popularity and asks will this change as investors seek diversification?
This whitepaper looks at several different areas including systematic managers and consultants, asset owners and advances in technology.
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Investment Management
The Worst Is Likely Behind for Emerging Markets
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
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Investment Management
A brief history of emerging markets debt
Mike Conelius draws on a career spanning 25 years to trace the evolution of the emerging markets debt asset class.
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Investment Management
Latin America’s swing to the left
This conversation with Credit Analyst Aaron Gifford delves into the resurgence of leftist politics in the region.
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Investment Management
Sustainable investing in developing countries - key questions and challenges
In this interview with portfolio manager Samy Muaddi, we discuss sustainable investing in developing countries.
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Investment Management
The emerging markets mosaic
Polina Kurdyavko and Anthony Kettle are tasked with building a view of emerging markets that is wide and deep, using a mosaic of specialist insights across emerging market sub-assets and issuers.
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Investment Management
How fiscal policy can work for China’s economic regrowth after Covid-19
Alliance Bernstein discusses the Chinese economy, offering insight into policy maker flexibility and whether it can achieve ambitious growth rates.
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Investment Management
Is inflation set to peak for emerging markets?
Schroders assesses position of emerging market assets amid the current inflationary period.
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