EM Updates - Global Evolution
EM Updates
2024 Market Outlook: Disinflation at last Doves take control
Why Emerging Markets
ESG Insight: Overcoming the Sovereign Income Bias
2023 Market Outlook: Navigating Darkness before Dawn
Helicopter perspective: monetary vs fiscals
Global Growth and Commodities
Combining Emerging Markets with ESG, AI and Big Data
Ukraine Russia Update March 2022
2022 Market Outlook: From Pandemic to Edemic
EMD and Asset Allocation in a Post-Pandemic World
2021 Market Outlook
V for Vaccine
2020 Market Outlook: In search for yield
COVID-19 and poor countries
Thoughts from the Frontier – Q1 2020
COVID-19 Update – Choppy Waters
COVID-19 Update – Contagion and Containment
2020 Market Outlook
Argentina Re-profiling
Argentina Politics
2019 Market Outlook
EM Update, Oil Slump
EM & Frontier Whitebook
EM Update, Turkey and Argentina
EM Update, Turkey’s currency crisis
EM Update, Turkey Elections
Flash Note, Argentina
Frontier Market Update
EM Update, Oil
EM Update, Russia
2018 Market Outlook
EM Update, Venezuela
EM Update, Brazil
Oil Smile
EM Update, Post Trump
EM Update, Political uncertainty clouds the horizon
Think 2002 revisited