Emerging Markets Under the Spotlight

Where are the best EM investments in 2024?

Sentiment has been mixed on the attractiveness of emerging markets—and for good reason. Many emerging economies need to grow faster if they are to retain their status as attractive locations for capital. In these insights, investors will explore where opportunities might be located within this universe.

Economic Outlook: The Next Chapter for Middle East and North Africa (IMF)

The outlook for the MENA region is highly uncertain, and downside risks are resurgent. The recent geopolitical conflict has added to this situation.

Deciphering ESG in Emerging Markets (PGIM Fixed Income)

This podcast brings allocators a lively discussion on the importance of ESG for the future growth of emerging markets.

Investment Implications of Asia’s 2024 Elections (Invesco)

Political risk has been at the forefront of investors’ minds since late 2023 as several economies around the world head to the polls.

China Economic Outlook: March 2024 (BBVA)

China-U.S. confrontations have achieved some marginal improvement recently amid high-level communications. However, China's future is uncertain.

Africa Private Credit: Top Five Questions (Ninety One)

For the experienced investor, the African credit investment universe offers attractive risk-adjusted return potential.

Insights on the Venture Capital Industry in Latin America (LAVCA)

This report offers a new view on how venture investors are deploying capital as they seek to de-risk their portfolios amidst limited sources of follow-on financing.

Indian Oil Market: Outlook to 2030 (IEA)

India’s role in global oil markets is expected to expand substantially over the remainder of the decade, fueled by strong macro forces.

The iBoxx USD Emerging Markets Broad Index Series (S&P Dow Jones Indices)

The iBoxx USD Emerging Markets Broad Sovereigns & Sub-Sovereigns Index offers allocators a new way to assess the performance of EM debt.