The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for...

The Covid-19 crisis and its impact on the economy (both oil and commodities dynamics and trade) have been the main drivers of the slowdown in emerging...

The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure...

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...

Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global...

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...

The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China...

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...

The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility.

After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...