Emerging Markets

Opportunities for Outperformance in Frontier Fixed Income Markets

In this paper, I take a more systematic look at frontier markets, their role in emerging market (EM) external debt portfolios, and portfolio allocation.

Are Emerging Market Foreign Currencies Finally Attractive?

This paper, from 2015, examines the attractiveness of emerging market currency (EMFX) valuations using long-term, medium-term, and short-term FX valuation frameworks.