Emerging Markets Outlook

Lead Content

Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)

While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…

Asia Pacific Data Centers: Where Value Will Accrue (PGIM)

Asia Pacific data centers continue to be a structural growth opportunity, supported by cloud adoption, AI…

Latest posts

Why the Investment Case for China Is Strengthening (Fidelity International)

Improving earnings prospects, technological leadership and attractive valuations are strengthening the investment…

Q2 2026 Emerging Markets Debt Review and Outlook (MetLife IM)

Emerging Markets Debt delivered strong second-quarter performance despite heightened volatility driven by…

HIGHLY RATED

TOP RECENT POSTS

The Last Sovereign Debt Question of 2026 (New York Life Investment Management)

Stop Chasing Headlines and Build More Resilient Portfolios (PIMCO)

China’s Gold Chase to Gain Pace in an Uncertain World (S&P Global)

Review & Outlook Q2 2026: Geopolitical Conflict, Political Tailwinds, and Sentiment (Fisher Investments)

Why the Investment Case for China Is Strengthening (Fidelity International)

Q2 2026 Emerging Markets Debt Review and Outlook (MetLife IM)

Why the Investment Case for China Is Strengthening (Fidelity International)

Why the Investment Case for China Is Strengthening (Fidelity International)

Is London end-of-day still key for APAC FX traders? (FTSE Russell)

India Gold Market Update: Recovery Taking Shape (World Gold Council)

Fixed Income in Motion: Navigating Diversification and Key Market Drivers (FTSE Russell)

Capturing the AI Revolution in Asian Credit (Fidelity International)

Record Gold Prices Outpace Rising Mining Costs in Q1’26 (World Gold Council)

Emerging Asia (ex China) government bonds monthly – August 2026 (FTSE Russell)

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ALL TIME

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Chart Pack: Mid-Year Outlook for 2026 (PGIM)

Emerging markets, reconsidered (Special Report)

Rupture and Resilience (PIMCO)

The Allocation Shift: EMD in a Multipolar Credit System (New York Life Investment Management)

Navigating uncertainty in search of alpha (Special Report)

The Year Ahead (PGIM)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Signal Edition 4: Credit where it’s due

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Top Picks

Savvy Investor

Insights you might have missed last week

China's resurgence, active ETFs, and the metals race Explore this selection of high-quality…

Savvy Investor

Top investment content: August 2026

Savvy Investor’s top picks for August feature...

Savvy Investor

Insights you might have missed last week

AI alpha, BDC equities, and climate investing Explore this selection of high-quality…