The USD Bear Case Faces a Monetary Policy Test (Amundi)
The September Fed hike closes, for now, the window for broad-based USD weakness. This window is likely to reopen…
Currency Markets Outlook
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Why Market Structure Rewards Active Management in Local Currency EMD (Capital Group)
Local currency emerging market debt (EMD) has matured into one of the most diverse opportunity sets in global…
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LatAm Poised for Take-Off: The Macro Cycle Turns Latin America’s Way (Citi)
Latin America is benefiting from a rare combination of tailwinds including a weaker U.S. dollar strong commodity…
Asset Allocation Insights - September 2026 (FTSE Russell)
The key takeaway is that strong, broad-based equity earnings counterbalanced by longer-end sovereign yields are…
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