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      • Growth Team Weekly Investment Insights

        06 December 2024   |  

        This week's post highlights some of the market narratives from November.

      • EM’s Uninvited Guest: US Duration

        25 November 2024   |  

        Investors often allocate to emerging markets debt to capture compelling stories of growth, reform and opportunity in developing economies. Yet, all too often, these carefully chosen EM exposures are overshadowed by movements in US Treasury yields. It’s a frustrating reality that can significantly amplify volatility in the asset class’s returns, and recent weeks have offered a reminder of just how powerful this effect can be.

      • Growth Team Weekly Investment Insights

        20 November 2024   |  

        In this week's blog post, we cover a series of economic data (inflation and retail sales), the S&P 500® index's new high, Tesla's exposure to potential regulation changes, U.S. vs. non-U.S. equities, the performance of nuclear stocks and a look at where some key COVID-19 beneficiaries are trading today.

      • Growth Team Weekly Investment Insights

        14 November 2024   |  

        In this week's blog post we cover a series of economic data (employment, PMI readings and the first Q3 GDP growth estimate), Super Micro Computer's round trip, big tech capex spending, Arm's transition into data centers and rising demand for transformers. 

      • Senegal: Things are not Always What They Seem

        13 November 2024   |  

        In March 2024, Senegalese Prime Minister Ousmane Sonko and President Bassirou Diomaye Faye were elected with a promise of radical change. Their campaign, which centered on social justice and national sovereignty, resonated with a population facing high living costs and rising unemployment. Following his inauguration in April, President Faye initiated a comprehensive review of the country’s financial situation. The findings, released in late September, raised significant concerns, and suggest that Senegal’s fiscal health may be more precarious than previously believed.

      • Sri Lanka’s Happily Ever After?

        11 November 2024   |  

        Sri Lanka’s September presidential election was a watershed moment. The left-leaning political outsider, Anura Kumara Dissanayake (AKD), was elected as the 9th President of Sri Lanka. AKD’s rise reflects the electorate’s desire for change, following the 2022 crisis which doubled the poverty rate and shrunk the middle class. His platform appealed to voters by promising to curb corruption and provide tax relief, but also antagonized markets by proposing fiscally irresponsible tax exemptions and challenging Eurobond restructuring negotiations – raising serious concerns about economic stability.

      • Economic Minesweeper: October 2024 IMF and World Bank Annual Meetings

        05 November 2024   |  

        Policy makers, government officials and members of the emerging markets debt investment community descended on Washington DC last week for the fall IMF meetings. Over the course of the week, the EMsights team conducted over 100 meetings and actively engaged in conversations with a diverse array of representatives and leaders.

      • TajikiSTAR

        04 November 2024   |  

        Surrounded by emerging market darlings Uzbekistan and Kazakhstan, Tajikistan often goes overlooked by investors. Our team recently traveled to Dushanbe, and we found it timely to provide an update on the country’s macroeconomic outlook.

      • Growth Team Weekly Investment Insights

        31 October 2024   |  

        After a few weeks off to handle quarter-end responsibilities, it feels good to catch up on what has been driving markets in October.

      • Pension Tension

        24 October 2024   |  

        Uruguay is heading towards a pivotal vote on October 27th, but it’s not just about electing the next president. This time, voters will also weigh in on a plebiscite that could reshape the nation’s pension system—backtracking on key reforms passed in 2023.