Featured articles

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Artificial Intelligence: paradigm shift or bubble? Maybe it’s both

Our EM Equity team looks at whether AI is still in the early stages of growth or nearing unsustainable levels, and the resilience of the EM IT sector.

Unlocking markets: 2025 – tariffs, tech and U-turns

In our last ‘Unlocking markets’ episode of 2025, Mark Dowding discusses how global financial markets have fared this year, and what lie ahead in 2026.

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Mark Dowding
Nov 21, 2025

Argentina: a new dawn

Argentina’s election was a major victory for Milei’s political movement and a key milestone on the country’s challenging path to debt sustainability.

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Graham Stock
Nov 14, 2025

Greece and Turkey: shifting sands

We visit Greece, which has seen a strong economic and market recovery in recent years, and Turkey, home to some of the highest-quality firms in EM.

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Veronique Erb
Nov 14, 2025

Making all of her own problems

Japanese assets came under increasing pressure over the past week, as Prime Minister Sanae Takaichi continues to unsettle markets.

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Mark Dowding
Nov 21, 2025

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