The Right Concentration Is Rare in Emerging Markets (Natixis IM)
Emerging markets are often treated as a passive allocation first, with active managers evaluated relative to that…
Emerging Markets Outlook
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Emerging Markets’ Strength Comes from Within (Robeco)
The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth,…
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Ray of Hope? The Rise of Solar Energy in China (VoxEU)
This column shows that local government subsidies to produce, install and perform solar R…
EM-DM Convergence: A Secular Trade on Deglobalization (DoubleLine)
Many emerging markets, having benefited from globalization, today preside over much sounder economic and financial…
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