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The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.

In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios.

In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes.

In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us.