Bottom-up, fundamental investment strategy
Technology and politics among key themes
Beginning of trade wars could trigger a strong headwind
TEG issues report on sustainable finance
Which tech firms and trends are blazing a trail?
LatAm giants' economies in focus ahead of Copa América
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Market performed well year to date
Which areas can make a difference?
Emerging markets are set to experience further turbulence over the coming months, in large part because of the escalating trade war between the US and China. What are the likely next steps and how can investors mitigate the effects?
Wider access for European investors
This Month: Allianz Global Investors portfolio manager and global strategist Neil Dwane
The hotspots to look out for
BJP set for historic landslide
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Michael O'Brien and Sandip Patodia taking over
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Ilan Furman will focus on LatAm fund
Industry Voice: The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...
China-US tensions escalate again
Latest MSCI index update
Mexican President setting tone for country's corporate sector