EM Meta-Forecast: Q2 2025
Emerging markets got off to a strong start this year but trade volatility will have a profound impact on their prospects for the rest of 2025
Authors
Dan Keeler is founder and editor-in-chief at Frontier Markets News and the founder and host of FMN’s podcast. Prior to founding FMN, Dan was Editor, Frontier Markets at the Wall Street Journal.
View articles
José is founder of Sothys Capital, an investment management firm providing innovative, bespoke solutions for institutional investors and high net worth individuals in LatAm capital markets
View articles
Ken Stibler is lead analyst at the Center for Emerging Economies and regular contributor covering Latin America, Europe, and global macro.
View articles
Charlie Robertson is head of macro strategy at FIM Partners and an expert on exchange rates, debt and equities in emerging markets.
View articles
Founder and Managing Director of frontier markets focused fund manager, Frontaura Capital.
View articles
Witold Bahrke is a senior macro & allocation strategist at impact-focused EM and FM debt investment fund manager, Global Evolution.
View articles
Daniel Lansberg-Rodriguez is Aurora Macro's co-founder and managing director. He heads the firm’s Geopolitics, Risk, and Strategy practice and is an adjunct professor at Northwestern Kellogg.
View articles
Thea Jamison is managing director of emerging and frontier market fund manager CHANGE Global Investment.
View articles