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Is there a possibility that Senegal may not restructure its national debt?
Gustavo Medieros gives his take, noting its lack of market access and the role that the IMF is playing.
Watch the full webinar: ashmoregroup.com/insights/we…
Last week in global and emerging markets:
➡️ Emerging market (EM) asset outperformance shows no sign of slowing down
➡️ US labour market data continues to soften, still in a ‘fragile equilibrium’
Read our latest research: ashmoregroup.com/insights/ri…
Last week in global and emerging markets:
➡️ The US launched a major military operation in Venezuela. President Nicolás Maduro and his wife, Cilia Flores, were seized and flown to New York to face criminal charges.
➡️The AI trade has regained momentum.
ashmoregroup.com/en-gb/insig…
As 2025 comes to an end, Head of Research Gustavo Medeiros discusses the topics that defined the year:
💰Tariffs
🤝US-China Relationship
🏛️The US Big Beautiful Bill
🌍The start of geopolitical de-escalations
💵Outperformance of EM Assets
🔗: ashmoregroup.com/insights/we…
What can we expect from Indian small caps as they trail their larger peers?
Ashmore India Chief Investment Officer Rashi Talwar Bhatia gave her assessment on how we could expect individual investors to act to @Bloomberg’s Alex Gabriel Simon.
🔗: bloomberg.com/news/articles/…
Head of Research Gustavo Medeiros’ views on Latin American Markets in 2026 were covered in @Bloomberg.
He highlighted that political transformation could intensify as we approach 2026 elections, as demonstrated by Milei’s victory in Argentina.
🔗: bloomberglinea.com/mercados/…
Last week in global and emerging markets:
➡️ Brazilian political volatility increased, after Bolsonaro Jr said he would run for president in 2026.
➡️ US data solidifies the (fully priced) fed funds rate cut in December.
Read our latest research: ashmoregroup.com/en-gb/insig…
Join us today, Tuesday 9 December at 4pm GMT/5PM CET, for a webinar with Head of Research Gustavo Medeiros exploring the 2026 outlook for Emerging Markets.
Sign up here: ashmoregroup.com/register-we…
Next week, Tuesday 9 December at 4pm GMT/5PM CET, Head of Research Gustavo Medeiros will host a webinar discussing the 2026 outlook for Emerging Markets.
Sign up here: ashmoregroup.com/en-gb/regis…
Last week in global and emerging markets:
➡️Asset prices were choppy in November, but EM local currency bonds kept up their hot streak.
➡️Budget confirms UK consolidation path; German infrastructure investment accelerates.
ashmoregroup.com/en-gb/insig…
Last week, CEO Mark Coombs joined @flacqua at the @Bloomberg New Economy Forum in Singapore to discuss the global debt crisis.
📺 Watch the full discussion: bloomberg.com/news/videos/20…
Last week in global and emerging markets:
➡️ Risk-off moves deepened, with the re-expansion of US liquidity and bond yields key catalysts for recovery.
➡️ Ukraine and EU worked on a counterproposal to the 28-point US peace plan for Russia/Ukraine.
ashmoregroup.com/en-gb/insig…
The Ashmore Foundation supports women and young people from disadvantaged communities, ensuring safety and empowering individuals.
From employment courses in West Bengal to seed nurseries in Peru, we are working to make a difference.
🔗ashmorefoundation.org/
All eyes on Vietnam?
Frontier Markets Equity Portfolio Manager Andy Brudenell explains the positive impact that Vietnam’s recent reforms have had in increasing the efficiency of the real estate market and banking system.
📺ashmoregroup.com/insights/we…
Head of Local Currency Bonds Cemil Urganci explores Nigeria’s reform plan, which has led to the cautious cutting of rates by the central bank and the removal of many subsidies.
He also discusses the impact that oil prices could have on the country.
📺ashmoregroup.com/insights/we…
Head of Research, Gustavo Medeiros, recently attended the @IMF World Economic Outlook Forum in Washington DC and shares his key highlights.
Read more here: ashmoregroup.com/insights/im…
In a recent webinar, Head of Research Gustavo Medeiros explores the story of Ghana in the Frontier Markets space.
Watch the full webinar here: ashmoregroup.com/insights/we…
Last week in global and emerging markets:
➡️EM equities extended their winning streak to a 10th consecutive month.
➡️ US and China reached a truce, as China delayed rare earth export controls for a year.
Read our latest research: ashmoregroup.com/insights/em…
Join us today, 28 October 4pm GMT (12pm EST) for a webinar exploring Frontier Markets (FM).
Gustavo Medeiros, Andrew Brudenell and Alexis de Mones will explore the differences between FM Fixed Income and Equities, highlighting key national case studies
🔗ashmoregroup.com/register-we…











