Emerging markets

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5 min
Emerging markets Rapid fire questions Fixed income Emerging markets Video Macro
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Rapid fire questions with Schuyler Reece on EM debt

In this edition of “Rapid fire questions,” fixed income portfolio manager Schuyler Reece shares his read on the evolving macro backdrop amid the Middle East conflict, why he remains constructive on emerging markets debt, and where he sees the most compelling opportunities and risks across hard currency, local debt and EM currencies.

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Schuyler Reece
Schuyler Reece, CFA
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5 min
Video
2027-06-30
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Article
5 min
China Equity Emerging markets Investment Angles Article
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3 reasons to believe in Chinese equities 

Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.

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Johnny Yu
Johnny Yu, CFA
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5 min
Article
2027-03-31
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Video
3 min
Asia Fixed income Rapid fire questions Active management Income Emerging markets Interest rates Macro Video
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Rapid Fire Questions with Ross Dilkes

In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.

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Ross Dilkes
Ross Dilkes, CFA
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3 min
Video
2026-11-29
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