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
EM Macro
6 articles
China ramps up EM investments as tariff risks reorder market opportunities
EM asset performance reverses as Chinese companies hedge against Trump tariff risks
EM Meta-Forecast: Q1 2025
A comprehensive roundup of 2025 emerging and frontier market investment outlook reports
Climate change adds urgency to EMs’ renewables strategies
The ambitious renewable energy strategies of many emerging markets are colliding with the harsh realities of climate change.
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
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
Brazil becomes a poster child for market uncertainty
Latin American giant presents a compelling investment case, but timing will be crucial
