Thought Leadership

Who’s Winning the Battle Against Corruption? They say you’re only truly qualified as an emerging markets investor once you’ve been stopped by local police, told your papers aren’t in order, and detained — despite everything being perfectly fine. Investors tell us that corruption remains a major concern when investing in emerging – and especially frontier…

To celebrate making it through a quarter of this century, here’s a technicolor look at 25 years of ranked Emerging Market equity returns.

Too busy to have babies? Most of MSCI EM is past peak working age population

Central America’s largest economy Guatemala is a 3.5% growth story without significant imbalances (assuming remittances continue). It should be growing faster, but for growth to break out on the upside, a significant step up in infrastructure and investment will be needed, funded by improved government tax collection with stronger institutions to support investment and FDI.…