Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Emerging Markets
AI in EMD: Productivity to power and politics
AI capabilities are playing an even greater role in global economic competitiveness and geopolitical influence 
Emerging market debt: resilience in a fragmenting world
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not by fragility, but by structural resilience. 
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Domestic demand, demographics and datacentres: a bright outlook for EM equity
Emerging markets (EMs) stand to benefit from stronger growth dynamics than developed market (DM) peers, and a variety of index approaches provide easy access to... 
Middle East conflict: the view from our EMD desk
We discuss the backdrop for emerging markets before the start of the conflict, and what changed. 
Six reasons to believe in Sub-Saharan Africa
From declining debt to prudent policy, we lay out some compelling arguments supporting the investment case for African sovereigns. 
Filling the gap: Mobilising emerging market private credit
Our recent paper looked at why we believe emerging markets could play a pivotal role in delivering climate solutions and why emerging markets private credit... 
Iran conflict: implications for investors
We assess how the latest escalation in the Middle East may affect the macro and market outlook – and stress the importance of a long-term... 
Latin love — Why we like South American bonds
Latin America’s early moving central banks are tightening once more as inflation pressures rekindle. Yet with real rates still priced at extreme levels and the... 
Emerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios. 
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