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Unlocking markets: the rich tapestry of EM Debt
In our EM Debt ‘Unlocking markets’ episode, we debunk some of the myths around the asset class, a colourful mix of over 80 countries and 13 sectors.
The Middle East: a region under transformation
We visited Saudi, Bahrain and Kuwait, three countries that offer an attractive top-down story, with economic growth becoming increasingly structural.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
Chile: wind of change
We visited Chile, a country historically described as the ‘Switzerland of Latin America’, but also one whose reputation has been challenged of late.
Are Trump's golden ideas starting to lose some lustre?
If there has been any political surprise in recent days, it has been a push by Merz to secure agreement on a large increase in defence spending.
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