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Emerging markets central banks were ahead of developed markets in hiking rates, and we believe EM local currency bonds may offer yield and diversification potential as U.S. rates rise.
By Patricia Gonzalez Senior Analyst, Emerging Markets Equity Strong fundamentals outweigh valuations as we take a look at MercadoLibre, a fintech-based LatAm company that is positioned well for growth in emerging markets. MELI – Leading Fintech in the Emerging Markets Space Over the last 12 months, there has been an unprecedented sell-off in fintech and e-commerce stocksRead More
Green metals have taken center stage in recent years as demand for many has increased exponentially, while supply has remained thin.
China’s cyclical downturn may have further to run. Is it time to expand the policy tool-kit beyond tried and tested infrastructure investments?
The Russia-Ukraine conflict prompted nations to reconsider energy policies and expedite carbon reduction plans. Volatility in Q1 allowed favorable entry to sustainable growth opportunities.