Month: November 2019

Nov 11

Dispelling myths about Emerging Market debt growth

Executive Summary There is a widely held perception that emerging market (EM) debt growth was spread broadly across markets. The truth is that the growth in the past decade has

Nov 08

The restoration of monetary policy equilibrium

We have talked in the past about how global digital distribution capabilities are re-shaping the rules of economics, where supply can expand nearly instantaneously to fill a void. Nowhere is

Nov 02

Is the EM debt rally for real?

One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see factors further supporting EM debt from