United States, Institutional
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Event replay
25 min
Emerging markets: cyclical recovery or secular opportunity?
25 min
Event replay
2027-05-27
Article
4 min
The Iran war is changing the bond playbook
Regional wars, inflation, and shifting fiscal priorities are creating new challenges for the bond market. Fixed income portfolio manager Brij Khurana explains why investors may need to look beyond traditional core bond markets for opportunities.
By
4 min
Article
2027-04-24
Video
5 min
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.
5 min
Video
2027-06-30
Article
5 min
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.
5 min
Article
2027-03-31
Article
4 min
Don’t stop believin’ in emerging market equities
Multi-Asset Strategist Nanette Abuhoff Jacobson explains why emerging market equities have become her highest-conviction view across asset classes.
4 min
Article
2027-02-28
Article
4 min
Another banner year for emerging markets local debt in 2026?
Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.
4 min
Article
2027-02-28
Video
3 min
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.
3 min
Video
2026-11-29
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