Investing has been difficult thus far in 2022. Led by Philip Meier, our Emerging Markets Debt Team examined the current environment and amidst the uncertainty, see opportunities in emerging markets corporate debt. You can read their findings here.

Decoding the Global Macro Environment
3Q 2022 Strategy Outlook

June 29, 2022

Financial markets enter the second half of 2022 bruised and anxious — bruised by a tightening of financial conditions that, necessitated by high and persistent inflation, is now global in nature and yet far from complete in its full implementation; and anxious as these tighter conditions risk triggering a recession at a time when many countries’ resilience have already been heavily taxed by the battle against COVID.