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Emerging markets

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Article
4 min
Emerging markets Macro and market Asset allocation Equity Investment Angles Article
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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.

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Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
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4 min
Article
2027-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1306077623
Article
4 min
Emerging markets Fixed income Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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4 min
Article
2027-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Video
3 min
Wealth Program Macro Asia Active management Fixed income Interest rates Institutional Program Income Rapid fire questions Emerging markets 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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