Selectivity Key as Emerging-Markets Bonds Rally
Despite a recent slump, fundamentals seem to be pointing toward a brighter outlook. The risk: The easy money has been made.
September 21, 2016
The Morning Brief: Hedge Funds Report Gains in July
August 8, 2016
The Promise of Argentina’s Economic Transition
President Mauricio Macri has his work cut out for him, but the reforms instituted so far show that the administration is on the right track.
August 3, 2016
4 Reasons Why There’s Hope for a Turnaround in Brazil
As the country gears up to host the Olympics, there are signs that it is on track to break its recent streak of losing headlines.
July 28, 2016
Is It Time to Wade Back into Emerging-Markets Debt?
There are at least two reasons why emerging-markets debt is looking up, though investors should still be a bit cautious.
April 29, 2016
Daily Agenda: The Week Ahead, March 28 – April 1, 2016
U.S. PCE and March employment data on deck; South Korea releases industrial output data; thousands flock to Bali for yoga.
March 25, 2016
With Debt Deal, Argentina Plans a Big Return to Global Bond Market
The Macri government will need to borrow up to $43 billion to pay off holdouts and finance its deficit, posing a major test of investor appetite.
March 3, 2016
5 Myths to Ignore About Emerging-Markets Equities
The key to investing in emerging markets today is to identify spots of strength and to be among the first to discover business and demographic trends.
February 26, 2016
Can Mauricio Macri Make Argentina a Market Darling Again?
The president has lifted exchange controls and adopted a growth agenda, but he needs to reach a debt deal and contain deficit to sustain progress.
February 23, 2016
How Macri Could Woo Singer and Other Bond Holdouts
Argentina’s new administration is winning over some investors with a more-generous $6.5 billion offer but remains deadlocked with key hedge funds.
February 23, 2016