Strategic Allocation: EM Investment Grade Hard Currency Debt (UBS AM)
Historically, emerging market debt was held by overseas investors. However, in regions such as the Middle East and…
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How Can Investors Lean into Blended Finance Structures (Amundi)
Blended finance structures are key to deploying catalytic capital coming from public, philanthropic, and private…
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Global Macro Outlook: Policy Divergence to Structural Dispersion (Nuveen)
2026 is shaping up to be a year defined by the interplay of structural shocks and cyclical policy dynamics. The…
China’s Growth Engine Faces Fresh Challenges (PIMCO)
Looking ahead, inventories can’t keep piling up forever if China wants to counter deflationary trends and maintain…
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