Skip Header

Choose your location

Author

Paul Greer - Portfolio Manager, Fixed Income

Article 3 min read

Emerging market debt in the 2020s: Green trade wars and a land of opportunity

What will the next decade bring for emerging market debt investors?

Paul Greer | 6 December 2019

Blog 2 min read

Hunting for yield in frontier markets: Egypt

When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.

Paul Greer + 3 others | 15 October 2019

Article 5 min read

How to allocate for income in emerging market debt

Exposure to currency risk, credit quality, and corporate or sovereign debt across the EM fixed income space are key considerations when investing for income.

Eric Wong + 3 others | 4 July 2019

Blog 1 min read

Investors to pressure Turkey on economic reforms amid lira volatility

Markets will be seeking a more conventional approach from Turkey on its economic reforms.

Paul Greer | 3 April 2019

Article 4 min read

Emerging market investors should make hay while the sun shines

Investors are returning to emerging markets after a traumatic 2018, led by a weaker dollar and China stimulus

Paul Greer | 19 February 2019

Blog 3 min read

As global liquidity tightens, Argentina’s troubles will continue

Argentina markets will remain vulnerable because of specific challenges, but all emerging markets are suffering from tightening global liquidity.

Paul Greer | 30 August 2018

Blog 3 min read

Turkey crosses the Rubicon

Turkish markets spiral downwards with the lira now in a full blown crisis. The solutions are simple, but is there the political will to implement them.

Paul Greer | 10 August 2018

Blog 2 min read

Turkey’s interest rate hold is a policy mistake

Turkey’s inaction on the benchmark interest rate is a major policy mistake, undoing much of the good of the rate rises in Q2.

Paul Greer | 24 July 2018

Show Results