Emerging markets

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Asset allocation Interest rates Economic cycle Wealth Program iStrat Multi-asset Multi-Asset solutions Portfolio strategy Tactical allocation Asset Allocation Outlook Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Monthly Asset Allocation Outlook

How to evolve your portfolio for rapidly changing market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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Multiple authors

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4 min
Article
2025-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
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Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

Marco Giordano

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2 min
Article
2025-09-30
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Mid Year Outlook Designs 4_sd_v2
Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article
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Ideas for navigating a new era

Explore our latest views on risks and opportunities across the global capital markets.

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Article
2025-06-30
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Impact Carbon emissions Emerging markets Sustainable investing Brazil Africa Equity EM debt Impact investing Article
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Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

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Multiple authors

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6 min
Article
2025-04-30
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EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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By

Gillian Edgeworth

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Quick Take
2025-01-31
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Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large cap Small cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

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Article
2024-12-31
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Innovation Thematic exposure Equity Disruption Emerging markets Thematic solutions Emerging Market Development Thematic qualifer Discretionary Article
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What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2024-12-31
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