12/10/2022 Emerging Markets Relaxed financial markets look at Lula’s comeback The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
13/01/2022 Geopolitics 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...
26/11/2021 Fixed Income & FX 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.
8/02/2021 Emerging Markets EM Investment Opportunities for 2021 Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility 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...