Opportunities abound for active bond investors
Global policy uncertainty and the changing contours of globalization create fertile ground for active emerging and frontier market bond investors
Analysis
15 articles
Opportunities abound for active bond investors
Global policy uncertainty and the changing contours of globalization create fertile ground for active emerging and frontier market bond investors
Argentina’s bet on itself pays off for investors
Argentina is coming back and investors should be paying attention
The tide is turning in Africa
Negative news coverage from Africa is overshadowing a surprisingly positive trend developing across the continent
Latam trade: Another opportunity missed?
As China makes more strategic moves into Latin America the region’s governments need to address trade imbalances with the EU and the US
Egypt is (probably) different this time
If Egypt’s government can stick to its reform plans the country stands a good chance of resolving some of its most persistent challenges
Data center investment shifts to emerging markets
Regulatory scrutiny and rising energy needs in traditional data center hubs has spurred developers to look across EMs for more power and new land
Debt reform support rises but approaches remain unaligned
Countries agree that proactive support and systematic change is needed yet key players are diverging on specific policy approaches
High cost and little benefit for West African nations leaving Ecowas
With low literacy and high fertility rates, the populations of Mali, Niger and Burkina Faso are likely to slide even further into poverty after their leaders take the countries out of Ecowas
Brazil becomes a poster child for market uncertainty
Latin American giant presents a compelling investment case, but timing will be crucial
"Higher for longer" US rates threaten LatAm recovery
Interest rates across Latin America are likely to fall fast, but the positive impact might be muted
Argentina highlights Latin America’s struggle for progress
Javier Milei’s libertarian revolution for Argentina is the old populism with a different look
Political moderation sets stage for a growth resurgence in Latam
After a concerted lurch to the left, Latin America appears to be drifting back to the political center—potentially drawing interest from foreign investors