Must read articles

Emerging Markets
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Investment Talks 25.03.2022 A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.

More 5 to 10 minutes
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Investment Talks 23.02.2022 Russia-Ukraine escalation adds to the case for additional protection

Understanding the economic and investment fallout of the Russia-Ukraine conflict.

More > 10 minutes
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Insights Paper 7.02.2022 Emerging Markets Charts and Views - Reasons for cautious optimism in 2022

Emerging Markets Charts and Views - Reasons for cautious optimism in 2022

More > 10 minutes
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Monthly Cross Asset 4.02.2022 Inflation in Turkey could very well reach 50% and more in the coming months

Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the end of the tunnel!

More < 5 minutes
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Investment Talks 1.02.2022 Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets

Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.

More 5 to 10 minutes
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Investment Talks 13.01.2022 Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk

Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.

More 5 to 10 minutes
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Insights Paper 26.11.2021 From recovery to resiliency: the promise of EM sustainable bonds

After an outbreak that initially affected developed countries and China, Covid-19 has become an emerging market and developing economies (EMDEs) pandemic.

More > 10 minutes
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Investment Talks 25.10.2021 Evergrande and its spill-over effects: ongoing adjustments, but inflection point may be close

Evergrande crisis: Despite Evergrande paid the coupon due on September 23, just one day before the 30-day grace period deadline, the company's crisis is still unresolved.

More 5 to 10 minutes
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Insights Paper 14.10.2021 Emerging Markets Charts & Views - Why EM could be back in focus in 2022

EM ready for a comeback, but volatility will remain high

More > 10 minutes

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