Explore Every Angle

Emerging Market debt rallied in the second quarter, as easing geopolitical and stagflation concerns lifted risk appetite.

Emerging Market debt had a volatile first quarter, as an initially supportive macro environment was rocked by an oil-driven geopolitical shock.

Brazilian equities gained in 1Q26, supported by commodities, easing policy expectations, and valuations, though BRAZ lagged the broader market.

Emerging markets ex-China showed resilience and gains in a volatile quarter, supported by commodities and attractive valuations.

Emerging markets were relatively resilient in a volatile 1Q26, with mixed performance across segments.