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Emerging Markets

Flip flops

Fed flip-flopping warrants caution

The US monetary guardian has undermined a key plank of support for emerging market equities, justifying a cautious stance towards the asset class.
Umbrellas

El Nino is coming

Economic forecasters are currently preoccupied with falling oil prices and the implications for global growth, weather forecasters worry about the impact that an El Niño event could have on global weather patterns.
Cassette radio player

Emerging Markets 1997-style crisis?

While emerging market nations are likely to avoid a full-blown financial crisis, caution on their currencies is merited.
Pride of lions

Take pride, not prejudice

After weeks of continuing turbulence in global bond markets, investors are once again asking themselves “where next for fixed income markets?”

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