Emerging Markets, Reframed (PGIM)
How stronger fundamentals and shifting global dynamics are reshaping EM's portfolio role.
Emerging Markets Outlook
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Signal Edition 4: Credit where it’s due
As fixed income returns to the forefront of institutional portfolios, the conversation is becoming more nuanced.…
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Africa's Public Debt amid Global Headwinds: Balancing Resilience and Vulnerabilities (BIS)
A heavy reliance on banks and central banks for government financing can reinforce the sovereign-bank nexus, crowd…
Electrostates vs. Petrostates: The U.S., China, and the Hormuz Energy Shock (Brookings Institution)
China and the United States have experienced the Hormuz energy crises very differently. The United States has…
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Signal Edition 4: Credit where it’s due
Where are institutional investors finding opportunities in fixed income?The fixed income…