Reform: A route to resilience in emerging markets?
13 Jan 2020
Following a series of IMF meetings in Washington, D.C., Carmen Altenkirch and Dariusz Kedziora discuss their views on how reform prospects may shape emerging market debt.
Risk and reward in private infrastructure investment
John Dewey, Head of Investment Strategy and Darryl Murphy, Head of Infrastructure Debt, consider whether stretching below investment grade debt might make sense for institutional investors.
A quarterly publication which encapsulates the thinking of our investment team.